Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MXQBX (GREAT-WEST LIFETIME 2025 FUND INSTITUTIONAL CLASS) | 6.45% | 7.88% | 8.29% | 6.45% | 6.40% | NA | NA | 6.37% |
Data as of 07/22/2025, AR inception is 04/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXQBX (GREAT-WEST LIFETIME 2025 FUND INSTITUTIONAL CLASS) | 04/30/2015 | 07/22/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.64 | 7.88 | 8.29 | 6.45 | 6.40 | NA | NA | 6.37 | 6.45 | 7.61 | 12.39 | -13.36 | 10.62 | 12.50 | 18.98 | -10.57 | 16.57 | 12.15 | -4.00 |
| Sharpe Ratio | NA | 0.52 | 0.59 | 0.48 | 0.21 | NA | NA | 0.21 | 0.87 | 0.57 | 0.96 | -1.11 | 1.47 | 0.67 | 2.51 | -1.12 | 2.11 | 1.19 | -0.07 |
| Standard Deviation(%) | NA | 9.03 | 9.71 | 9.56 | 23.09 | NA | NA | 22.88 | 10.27 | 7.02 | 9.21 | 13.33 | 7.19 | 18.35 | 6.98 | 10.68 | 7.57 | 10.07 | 79.63 |
| Draw Down(%) | NA | 8.24 | 11.47 | 19.42 | 40.44 | NA | NA | 40.44 | 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 | 11.03 | 10.81 | 10.65 | 8.84 | 5.89 | 4.41 | 8.83 | 0.00 | 11.71 | 10.84 | 12.61 | 17.04 | 8.38 | 14.08 | 11.69 | 9.74 | 5.40 | 4.78 |
Data as of 07/22/2025, AR inception 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 |
6.46%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart