Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MXOZX (GREAT-WEST LIFETIME CONSERVATIVE 2025 FUND INSTITUTIONAL CLASS) | NA | 4.83% | 4.96% | 5.32% | NA | NA | NA | … | … |
Data as of 08/19/2020, Common starting date is 05/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXOZX (GREAT-WEST LIFETIME CONSERVATIVE 2025 FUND INSTITUTIONAL CLASS) | 05/01/2015 | 08/19/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.36 | 4.83 | 4.96 | 5.32 | NA | NA | NA | … | … | 0.50 | -5.99 | -7.50 | 11.61 | 10.30 | -3.29 |
| Sharpe Ratio | NA | -0.79 | -0.06 | 0.00 | NA | NA | NA | … | … | -0.09 | -0.48 | -0.09 | 2.01 | 1.16 | -0.09 |
| Standard Deviation(%) | NA | 16.86 | 55.20 | 47.21 | NA | NA | NA | … | … | 16.15 | 15.38 | 93.65 | 5.49 | 8.65 | 53.83 |
| Draw Down(%) | NA | 28.32 | 38.92 | 38.92 | NA | NA | NA | … | … | 17.55 | 15.67 | 22.68 | 2.61 | 5.55 | 27.65 |
| Yield(%) | 0.00 | 9.52 | 8.49 | 7.82 | 3.92 | 2.61 | 1.96 | … | … | 1.20 | 10.77 | 9.73 | 7.11 | 8.20 | 6.75 |
Data as of 08/19/2020, Common starting date is 05/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXOZX (GREAT-WEST LIFETIME CONSERVATIVE 2025 FUND INSTITUTIONAL CLASS) |
2.36%
Mar 2017 – Mar 2020 |
5.20%
Jun 2015 – Jun 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXOZX (GREAT-WEST LIFETIME CONSERVATIVE 2025 FUND INSTITUTIONAL CLASS) |
7.55%
Sep 2015 – Sep 2018 |
5.72%
Jul 2015 – Jul 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart