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
MXQIX (GREAT-WEST PUTNAM EQUITY INCOME FUND INVESTOR CLASS) NA 12.86% 11.73% 8.53% NA NA NA
Data as of 10/25/2019, Common starting date is 06/23/2011
More Performance Analytics Comparison
Name Start Date End Date
MXQIX (GREAT-WEST PUTNAM EQUITY INCOME FUND INVESTOR CLASS) 06/23/2011 10/25/2019
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2019 2018 2017 2016 2015 2014 2013 2012 2011
Annualized Return (%) 1.95 12.86 11.73 8.53 NA NA NA 21.32 -9.27 18.91 13.13 -3.54 12.85 30.14 16.67 -4.05
Sharpe Ratio NA 0.78 0.84 0.58 NA NA NA 2.01 -0.62 2.56 0.96 -0.23 1.15 2.63 1.27 -0.24
Standard Deviation(%) NA 14.50 12.68 13.45 NA NA NA 12.44 17.02 7.16 13.35 15.30 11.14 11.45 13.19 31.82
Draw Down(%) NA 15.88 20.11 20.11 NA NA NA 6.56 20.11 3.40 10.90 12.93 8.10 6.01 12.92 21.73
Yield(%) 0.00 7.12 5.87 6.47 5.87 3.91 2.93 0.19 7.35 6.63 2.38 6.98 12.40 7.65 0.00 0.00
Data as of 10/25/2019, Common starting date is 06/23/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXQIX (GREAT-WEST PUTNAM EQUITY INCOME FUND INVESTOR CLASS) 6.32%
Oct 2013 – Oct 2016
5.85%
Dec 2013 – Dec 2018
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXQIX (GREAT-WEST PUTNAM EQUITY INCOME FUND INVESTOR CLASS) 21.71%
Sep 2011 – Sep 2014
14.27%
Sep 2011 – Sep 2016
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return