Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MXLDX (GREAT-WEST SECUREFOUNDATION BALANCED FUND CLASS L) | 5.82% | 6.23% | 4.48% | 2.08% | 3.85% | NA | NA | 4.68% |
Data as of 07/31/2025, AR inception is 02/04/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXLDX (GREAT-WEST SECUREFOUNDATION BALANCED FUND CLASS L) | 02/04/2011 | 07/31/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.89 | 6.23 | 4.48 | 2.08 | 3.85 | NA | NA | 4.68 | 5.82 | -1.59 | 10.91 | -19.33 | 2.38 | 8.33 | 18.13 | -6.29 | 10.86 | 7.99 | -0.84 | 6.57 | 16.42 | 5.49 | -2.38 |
| Sharpe Ratio | NA | 0.53 | 0.21 | 0.03 | 0.21 | NA | NA | 0.31 | 0.72 | -0.74 | 0.75 | -1.31 | 0.23 | 0.40 | 2.43 | -0.78 | 1.89 | 0.89 | -0.05 | 0.82 | 1.56 | 0.63 | -0.17 |
| Standard Deviation(%) | NA | 11.98 | 11.53 | 11.74 | 12.26 | NA | NA | 11.81 | 13.77 | 11.07 | 8.99 | 15.82 | 10.38 | 20.05 | 6.88 | 9.80 | 5.42 | 8.74 | 16.22 | 8.01 | 10.49 | 8.76 | 16.05 |
| Draw Down(%) | NA | 10.83 | 16.84 | 29.80 | 29.80 | NA | NA | 29.80 | 10.59 | 9.41 | 10.84 | 24.59 | 8.00 | 22.38 | 3.78 | 11.90 | 1.93 | 6.50 | 10.82 | 5.56 | 5.09 | 6.58 | 13.44 |
| Yield(%) | 0.00 | 8.53 | 4.03 | 3.08 | 4.19 | 4.11 | 3.08 | 4.40 | 0.00 | 9.16 | 2.42 | 1.42 | 2.12 | 1.98 | 8.84 | 6.50 | 4.56 | 2.73 | 4.54 | 4.43 | 7.19 | 0.00 | 0.00 |
Data as of 07/31/2025, AR inception is 02/04/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXLDX (GREAT-WEST SECUREFOUNDATION BALANCED FUND CLASS L) |
-4.81%
Apr 2021 - Apr 2024 |
-0.60%
Oct 2017 - Oct 2022 |
2.57%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXLDX (GREAT-WEST SECUREFOUNDATION BALANCED FUND CLASS L) |
10.97%
May 2012 - May 2015 |
8.65%
Jan 2016 - Jan 2021 |
7.43%
Aug 2011 - Aug 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart