Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MXSBX (GREAT-WEST SECUREFOUNDATION BALANCED FUND INVESTOR CLASS) | 7.44% | 16.79% | 11.71% | 3.09% | 6.07% | 6.15% | NA | … | … |
Data as of 06/11/2026, Common starting date is 12/29/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXSBX (GREAT-WEST SECUREFOUNDATION BALANCED FUND INVESTOR CLASS) | 12/29/2009 | 06/11/2026 |
| 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 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.60 | 16.79 | 11.71 | 3.09 | 6.07 | 6.15 | NA | … | … | 7.44 | 12.93 | 7.82 | 13.55 | -18.41 | 4.03 | 9.32 | 18.46 | -7.73 | 13.46 | 8.12 | 2.77 | 6.30 | 16.65 | 6.94 | -2.82 | 9.91 | -0.54 |
| Sharpe Ratio | NA | 1.53 | 0.85 | 0.03 | 0.38 | NA | NA | … | … | 1.17 | 0.89 | 0.49 | 1.11 | -1.32 | 0.40 | 0.46 | 2.47 | -0.91 | 2.64 | 0.91 | 0.07 | 0.78 | 1.82 | 0.83 | -0.18 | 0.82 | -9.55 |
| Standard Deviation(%) | NA | 8.73 | 9.93 | 11.13 | 11.23 | NA | NA | … | … | 10.45 | 11.29 | 8.56 | 9.00 | 15.14 | 9.93 | 19.79 | 6.87 | 10.08 | 4.87 | 8.68 | 42.12 | 8.10 | 9.13 | 8.36 | 15.49 | 11.98 | 5.16 |
| Draw Down(%) | NA | 6.42 | 10.71 | 28.01 | 28.01 | NA | NA | … | … | 6.42 | 10.25 | 4.13 | 9.10 | 23.80 | 7.12 | 22.40 | 3.76 | 11.84 | 1.55 | 6.47 | 29.80 | 5.48 | 5.11 | 6.53 | 13.92 | 9.82 | 0.54 |
| Yield(%) | 0.00 | 3.98 | 5.34 | 3.24 | 4.35 | 4.65 | 3.82 | … | … | 0.00 | 4.14 | 7.76 | 4.09 | 1.41 | 2.14 | 2.09 | 8.00 | 5.90 | 4.25 | 2.51 | 7.08 | 4.30 | 6.75 | 0.00 | 0.00 | 0.00 | 1.14 |
Data as of 06/11/2026, Common starting date is 12/29/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXSBX (GREAT-WEST SECUREFOUNDATION BALANCED FUND INVESTOR CLASS) |
-3.17%
Apr 2021 – Apr 2024 |
0.14%
Sep 2017 – Sep 2022 |
3.61%
Oct 2013 – Oct 2023 |
5.12%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXSBX (GREAT-WEST SECUREFOUNDATION BALANCED FUND INVESTOR CLASS) |
13.06%
Sep 2022 – Sep 2025 |
9.35%
Dec 2012 – Dec 2017 |
8.16%
Aug 2011 – Aug 2021 |
6.18%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart