Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MXQIX (GREAT-WEST PUTNAM EQUITY INCOME FUND INVESTOR CLASS) | NA | 12.86% | 11.73% | 8.53% | NA | NA | NA | 11.26% |
Data as of 10/25/2019, AR inception 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 | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.95 | 12.86 | 11.73 | 8.53 | NA | NA | NA | 11.26 | 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 | 0.70 | 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 | 14.84 | 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 | 21.73 | 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 | 7.33 | 0.19 | 7.35 | 6.63 | 2.38 | 6.98 | 12.40 | 7.65 | 0.00 | 0.00 |
Data as of 10/25/2019, AR inception 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