Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MXKWX (GREAT-WEST S&P 500 INDEX FUND INSTITUTIONAL CLASS) 8.41% 25.63% 21.41% 13.26% 15.19% NA NA
Data as of 06/05/2026, Common starting date is 05/01/2015
More Performance Analytics Comparison
Name Start Date End Date
MXKWX (GREAT-WEST S&P 500 INDEX FUND INSTITUTIONAL CLASS) 05/01/2015 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Annualized Return (%) -2.55 25.63 21.41 13.26 15.19 NA NA 8.41 17.63 24.78 26.07 -18.28 29.53 17.34 32.25 -4.82 22.27 11.66 -1.84
Sharpe Ratio NA 2.27 0.93 0.55 0.70 NA NA 2.02 0.80 1.43 0.79 -0.81 2.32 0.49 2.45 -0.36 3.18 0.89 -0.16
Standard Deviation(%) NA 11.87 21.29 20.64 19.95 NA NA 13.53 18.62 14.83 28.59 24.54 12.73 34.61 12.55 17.09 6.83 12.90 17.29
Draw Down(%) NA 8.98 20.67 24.51 33.86 NA NA 8.98 18.70 8.48 16.33 24.51 5.04 33.86 6.59 19.41 2.66 10.27 12.01
Yield(%) 0.00 3.35 10.01 9.33 12.46 8.38 6.28 0.00 3.41 5.99 23.37 5.06 19.30 23.35 17.26 19.52 7.47 6.80 5.74
Data as of 06/05/2026, Common starting date is 05/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXKWX (GREAT-WEST S&P 500 INDEX FUND INSTITUTIONAL CLASS) 5.27%
Mar 2017 – Mar 2020
9.29%
Sep 2017 – Sep 2022
13.53%
Jun 2015 – Jun 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXKWX (GREAT-WEST S&P 500 INDEX FUND INSTITUTIONAL CLASS) 26.20%
Dec 2018 – Dec 2021
18.96%
Oct 2016 – Oct 2021
15.77%
Jan 2016 – Jan 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return