Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MXQCX (GREAT-WEST PUTNAM EQUITY INCOME FUND INSTITUTIONAL CLASS) | NA | 13.27% | 12.10% | NA | NA | NA | NA | 9.18% |
Data as of 10/25/2019, AR inception is 05/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXQCX (GREAT-WEST PUTNAM EQUITY INCOME FUND INSTITUTIONAL CLASS) | 05/01/2015 | 10/25/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.90 | 13.27 | 12.10 | NA | NA | NA | NA | 9.18 | 19.56 | -20.78 | 19.65 | 13.60 | -5.63 |
| Sharpe Ratio | NA | -0.40 | 0.16 | NA | NA | NA | NA | 0.13 | 0.83 | -0.43 | 2.72 | 0.99 | -0.49 |
| Standard Deviation(%) | NA | 40.61 | 33.38 | NA | NA | NA | NA | 28.71 | 27.52 | 51.64 | 7.03 | 13.42 | 16.90 |
| Draw Down(%) | NA | 32.81 | 36.16 | NA | NA | NA | NA | 36.16 | 18.17 | 35.76 | 3.30 | 10.88 | 12.87 |
| Yield(%) | 0.00 | 12.45 | 9.65 | 7.23 | 3.62 | 2.41 | 1.81 | 9.04 | 0.97 | 12.42 | 10.31 | 5.30 | 8.76 |
Data as of 10/25/2019, 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 |
|---|---|---|---|---|
| MXQCX (GREAT-WEST PUTNAM EQUITY INCOME FUND INSTITUTIONAL CLASS) |
7.38%
Dec 2015 - Dec 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXQCX (GREAT-WEST PUTNAM EQUITY INCOME FUND INSTITUTIONAL CLASS) |
15.23%
Sep 2015 - Sep 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart