Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MXOAX (GREAT-WEST ARIEL MID CAP VALUE FUND INSTITUTIONAL CLASS) | NA | 25.89% | -7.53% | 2.31% | NA | NA | NA | 3.16% |
Data as of 10/25/2024, AR inception is 05/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXOAX (GREAT-WEST ARIEL MID CAP VALUE FUND INSTITUTIONAL CLASS) | 05/01/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.55 | 25.89 | -7.53 | 2.31 | NA | NA | NA | 3.16 | 4.79 | -0.74 | -24.66 | 25.51 | 6.92 | 24.83 | -14.07 | 15.78 | 13.11 | -10.41 |
| Sharpe Ratio | NA | 1.12 | -0.49 | 0.00 | NA | NA | NA | 0.07 | -0.08 | -0.23 | -0.90 | 1.59 | 0.17 | 1.56 | -0.93 | 1.68 | 0.78 | -0.91 |
| Standard Deviation(%) | NA | 17.19 | 23.11 | 25.77 | NA | NA | NA | 21.41 | 16.32 | 22.25 | 28.96 | 16.07 | 38.65 | 15.01 | 16.61 | 9.03 | 16.65 | 16.74 |
| Draw Down(%) | NA | 8.31 | 40.16 | 40.65 | NA | NA | NA | 40.65 | 8.31 | 27.16 | 36.23 | 9.10 | 40.65 | 11.50 | 24.37 | 6.17 | 14.32 | 17.26 |
| Yield(%) | 1.03 | 2.07 | 3.68 | 3.90 | 2.59 | 1.72 | 1.29 | 2.87 | 1.14 | 2.65 | 8.38 | 2.71 | 1.23 | 1.86 | 0.01 | 1.34 | 0.12 | 0.23 |
Data as of 10/25/2024, AR inception is 05/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXOAX (GREAT-WEST ARIEL MID CAP VALUE FUND INSTITUTIONAL CLASS) |
-9.35%
Apr 2021 - Apr 2024 |
-1.11%
Sep 2018 - Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXOAX (GREAT-WEST ARIEL MID CAP VALUE FUND INSTITUTIONAL CLASS) |
18.76%
Dec 2018 - Dec 2021 |
12.80%
Jun 2016 - Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart