Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MXREX (GREAT-WEST REAL ESTATE INDEX FUND INVESTOR CLASS) | 11.78% | 15.51% | 11.15% | 3.91% | 4.81% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/28/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXREX (GREAT-WEST REAL ESTATE INDEX FUND INVESTOR CLASS) | 11/28/2012 | 06/03/2026 |
| 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 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.84 | 15.51 | 11.15 | 3.91 | 4.81 | NA | NA | … | … | 11.78 | 3.16 | 7.48 | 13.26 | -26.44 | 45.79 | -12.52 | 22.40 | -4.94 | 3.19 | 5.59 | 3.69 | 28.61 | -3.37 | 4.11 |
| Sharpe Ratio | NA | 1.07 | 0.53 | 0.11 | 0.15 | NA | NA | … | … | 2.39 | 0.02 | 0.21 | 0.48 | -1.12 | 2.93 | -0.28 | 1.68 | -0.38 | 0.25 | 0.32 | 0.21 | 2.56 | -0.21 | 6.13 |
| Standard Deviation(%) | NA | 13.11 | 17.67 | 19.46 | 21.82 | NA | NA | … | … | 13.85 | 17.52 | 18.43 | 20.01 | 25.03 | 15.64 | 45.51 | 12.43 | 16.55 | 10.31 | 17.02 | 17.57 | 11.16 | 16.28 | 9.55 |
| Draw Down(%) | NA | 7.73 | 18.78 | 33.08 | 43.89 | NA | NA | … | … | 7.73 | 16.55 | 9.80 | 20.18 | 32.62 | 6.67 | 43.89 | 6.42 | 13.50 | 6.39 | 14.84 | 16.80 | 7.54 | 18.49 | 1.34 |
| Yield(%) | 0.00 | 2.10 | 3.89 | 3.13 | 3.77 | 3.99 | 2.99 | … | … | 0.00 | 2.11 | 6.78 | 2.04 | 3.29 | 2.83 | 1.40 | 5.42 | 3.76 | 4.26 | 8.56 | 6.07 | 4.11 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 11/28/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXREX (GREAT-WEST REAL ESTATE INDEX FUND INVESTOR CLASS) |
-4.85%
Mar 2017 – Mar 2020 |
-2.12%
Mar 2015 – Mar 2020 |
3.08%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXREX (GREAT-WEST REAL ESTATE INDEX FUND INVESTOR CLASS) |
16.01%
Dec 2018 – Dec 2021 |
10.04%
Mar 2020 – Mar 2025 |
6.25%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart