Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MXMDX (GREAT-WEST S&P MID CAP 400 INDEX FUND INVESTOR CLASS) | 2.76% | 4.44% | 7.22% | 8.20% | 7.14% | NA | NA | 8.69% |
Data as of 07/25/2025, AR inception is 01/21/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXMDX (GREAT-WEST S&P MID CAP 400 INDEX FUND INVESTOR CLASS) | 01/21/2011 | 07/25/2025 |
| 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 (%) | 0.56 | 4.44 | 7.22 | 8.20 | 7.14 | NA | NA | 8.69 | 2.76 | 11.05 | 10.96 | -16.84 | 19.64 | 7.32 | 25.49 | -12.03 | 15.82 | 20.16 | -2.78 | 9.51 | 32.33 | 14.39 | -4.10 |
| Sharpe Ratio | NA | 0.06 | 0.19 | 0.31 | 0.26 | NA | NA | 0.36 | 0.08 | 0.28 | 0.38 | -0.70 | 1.09 | 0.17 | 1.68 | -0.78 | 1.57 | 1.29 | -0.19 | 0.74 | 2.44 | 0.95 | -0.15 |
| Standard Deviation(%) | NA | 21.77 | 19.98 | 20.44 | 21.48 | NA | NA | 20.53 | 24.54 | 16.12 | 17.66 | 26.01 | 17.97 | 41.52 | 14.31 | 17.19 | 9.73 | 15.51 | 15.12 | 12.89 | 13.25 | 15.28 | 29.95 |
| Draw Down(%) | NA | 25.05 | 25.05 | 26.48 | 41.80 | NA | NA | 41.80 | 22.02 | 9.09 | 14.94 | 23.13 | 8.43 | 41.80 | 8.51 | 23.26 | 5.54 | 11.38 | 12.64 | 10.69 | 7.30 | 11.20 | 26.51 |
| Yield(%) | 0.00 | 1.09 | 0.66 | 1.06 | 3.38 | 4.16 | 3.12 | 4.46 | 0.00 | 1.19 | 0.49 | 0.38 | 1.66 | 0.93 | 4.53 | 6.64 | 6.09 | 4.75 | 6.31 | 5.19 | 3.96 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 01/21/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXMDX (GREAT-WEST S&P MID CAP 400 INDEX FUND INVESTOR CLASS) |
-4.57%
Mar 2017 - Mar 2020 |
-0.03%
Mar 2015 - Mar 2020 |
5.69%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXMDX (GREAT-WEST S&P MID CAP 400 INDEX FUND INVESTOR CLASS) |
19.36%
Sep 2011 - Sep 2014 |
14.41%
Dec 2012 - Dec 2017 |
12.72%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart