Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MXQBX (GREAT-WEST LIFETIME 2025 FUND INSTITUTIONAL CLASS) 5.73% 14.00% 10.99% 5.06% 7.52% NA NA
Data as of 06/04/2026, Common starting date is 04/30/2015
More Performance Analytics Comparison
Name Start Date End Date
MXQBX (GREAT-WEST LIFETIME 2025 FUND INSTITUTIONAL CLASS) 04/30/2015 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Annualized Return (%) 0.00 14.00 10.99 5.06 7.52 NA NA 5.73 12.03 7.61 12.39 -13.36 10.62 12.50 18.98 -10.57 16.57 12.15 -4.00
Sharpe Ratio NA 1.75 0.97 0.29 0.58 NA NA 1.46 1.08 0.57 0.96 -1.11 1.47 0.67 2.51 -1.12 2.11 1.19 -0.07
Standard Deviation(%) NA 6.82 8.36 9.33 10.37 NA NA 8.30 8.50 7.02 9.21 13.33 7.19 18.35 6.98 10.68 7.57 10.07 79.63
Draw Down(%) NA 5.55 8.43 19.42 23.01 NA NA 5.55 8.24 3.46 8.43 19.16 3.40 23.01 2.97 11.88 2.98 8.11 37.99
Yield(%) 0.00 10.85 10.70 9.72 9.49 6.33 4.75 0.00 11.29 11.71 10.84 12.61 17.04 8.38 14.08 11.69 9.74 5.40 4.78
Data as of 06/04/2026, Common starting date is 04/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXQBX (GREAT-WEST LIFETIME 2025 FUND INSTITUTIONAL CLASS) 0.85%
Apr 2021 – Apr 2024
2.79%
Dec 2017 – Dec 2022
6.02%
May 2015 – May 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXQBX (GREAT-WEST LIFETIME 2025 FUND INSTITUTIONAL CLASS) 13.98%
Dec 2018 – Dec 2021
10.61%
Jan 2016 – Jan 2021
8.14%
Jan 2016 – Jan 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return