Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MXMCX (GREAT-WEST ARIEL MID CAP VALUE FUND INVESTOR CLASS) | NA | 24.86% | -9.06% | -31.47% | -15.05% | -6.20% | NA | -3.78% |
Data as of 10/25/2024, AR inception is 12/30/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXMCX (GREAT-WEST ARIEL MID CAP VALUE FUND INVESTOR CLASS) | 12/30/2008 | 10/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.80 | 24.86 | -9.06 | -31.47 | -15.05 | -6.20 | NA | -3.78 | 4.17 | -2.92 | -26.28 | 25.12 | -84.78 | 25.19 | -14.98 | 15.01 | 13.04 | -6.12 | 8.40 | 47.83 | 7.89 | -7.32 | 19.42 | 54.08 | 3.08 |
| Sharpe Ratio | NA | 1.05 | -0.54 | -0.37 | -0.25 | NA | NA | -0.08 | -0.13 | -0.31 | -0.93 | 1.56 | -0.43 | 1.54 | -0.95 | 1.51 | 0.77 | -0.38 | 0.61 | 3.35 | 0.40 | -0.23 | 0.85 | 1.31 | NA |
| Standard Deviation(%) | NA | 17.27 | 23.88 | 91.48 | 65.56 | NA | NA | 54.49 | 16.38 | 23.28 | 29.99 | 16.11 | 199.17 | 15.41 | 17.20 | 9.54 | 16.77 | 16.05 | 13.72 | 14.25 | 19.95 | 31.57 | 22.84 | 41.27 | 0.00 |
| Draw Down(%) | NA | 8.29 | 42.58 | 91.55 | 91.55 | NA | NA | 91.55 | 8.29 | 28.45 | 37.53 | 9.19 | 91.55 | 10.90 | 24.71 | 6.11 | 14.00 | 17.38 | 9.70 | 6.71 | 14.93 | 29.20 | 21.19 | 32.39 | 0.00 |
| Yield(%) | 1.03 | 1.87 | 4.42 | 4.33 | 5.42 | 7.58 | 8.32 | 11.09 | 1.14 | 2.50 | 10.80 | 2.39 | 1.12 | 11.09 | 0.75 | 10.72 | 2.30 | 1.36 | 13.20 | 8.81 | 0.00 | 0.00 | 0.00 | 0.30 | 0.00 |
Data as of 10/25/2024, AR inception is 12/30/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXMCX (GREAT-WEST ARIEL MID CAP VALUE FUND INVESTOR CLASS) |
-51.42%
Mar 2017 - Mar 2020 |
-34.02%
Mar 2015 - Mar 2020 |
-16.17%
Oct 2013 - Oct 2023 |
-5.89%
Sep 2009 - Sep 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXMCX (GREAT-WEST ARIEL MID CAP VALUE FUND INVESTOR CLASS) |
33.78%
Feb 2009 - Feb 2012 |
27.69%
Feb 2009 - Feb 2014 |
16.02%
Feb 2009 - Feb 2019 |
-2.88%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart