Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MXNSX (GREAT-WEST S&P SMALL CAP 600 INDEX FUND CLASS L) | -2.32% | -2.29% | 3.40% | 7.01% | 5.98% | NA | NA | 8.82% |
Data as of 07/25/2025, AR inception is 08/15/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXNSX (GREAT-WEST S&P SMALL CAP 600 INDEX FUND CLASS L) | 08/15/2011 | 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 (%) | 0.36 | -2.29 | 3.40 | 7.01 | 5.98 | NA | NA | 8.82 | -2.32 | 5.07 | 12.99 | -20.04 | 18.60 | 6.48 | 21.20 | -9.36 | 12.81 | 25.09 | -2.78 | 5.13 | 39.99 | 11.46 | 1.85 |
| Sharpe Ratio | NA | -0.23 | 0.00 | 0.23 | 0.19 | NA | NA | 0.32 | -0.28 | -0.08 | 0.44 | -0.84 | 0.85 | 0.14 | 1.22 | -0.58 | 0.97 | 1.43 | -0.17 | 0.33 | 2.79 | 0.69 | 0.11 |
| Standard Deviation(%) | NA | 23.97 | 22.00 | 22.58 | 23.54 | NA | NA | 22.50 | 25.68 | 19.97 | 19.91 | 25.61 | 21.92 | 45.00 | 16.19 | 18.59 | 12.62 | 17.45 | 16.17 | 15.28 | 14.30 | 16.67 | 42.88 |
| Draw Down(%) | NA | 28.17 | 28.17 | 32.83 | 44.94 | NA | NA | 44.94 | 24.27 | 10.50 | 18.86 | 25.83 | 9.93 | 42.62 | 10.10 | 27.08 | 6.63 | 12.45 | 13.37 | 11.96 | 5.07 | 11.86 | 14.86 |
| Yield(%) | 0.00 | 1.80 | 0.70 | 0.92 | 3.86 | 4.96 | 3.72 | 5.72 | 0.00 | 1.92 | 0.05 | 0.19 | 1.08 | 0.33 | 5.38 | 8.52 | 7.61 | 4.44 | 8.19 | 5.90 | 5.30 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 08/15/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXNSX (GREAT-WEST S&P SMALL CAP 600 INDEX FUND CLASS L) |
-6.04%
Mar 2017 - Mar 2020 |
-0.51%
Sep 2018 - Sep 2023 |
4.68%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXNSX (GREAT-WEST S&P SMALL CAP 600 INDEX FUND CLASS L) |
18.70%
Sep 2015 - Sep 2018 |
15.28%
Nov 2012 - Nov 2017 |
12.98%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart