Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MXSBX (GREAT-WEST SECUREFOUNDATION BALANCED FUND INVESTOR CLASS) | 6.93% | 9.43% | 6.41% | 3.26% | 4.68% | 5.71% | NA | 5.77% |
Data as of 07/25/2025, AR inception is 12/29/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXSBX (GREAT-WEST SECUREFOUNDATION BALANCED FUND INVESTOR CLASS) | 12/29/2009 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.81 | 9.43 | 6.41 | 3.26 | 4.68 | 5.71 | NA | 5.77 | 6.93 | 0.39 | 11.27 | -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 | 0.60 | 0.28 | 0.12 | 0.19 | NA | NA | 0.31 | 0.82 | -0.62 | 0.76 | -1.31 | 0.40 | 0.46 | 2.48 | -0.90 | 2.64 | 0.91 | 0.07 | 0.78 | 1.82 | 0.83 | -0.18 | 0.82 | -9.55 |
| Standard Deviation(%) | NA | 10.92 | 11.05 | 11.34 | 17.18 | NA | NA | 15.19 | 12.56 | 10.07 | 9.37 | 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 | 10.70 | 16.09 | 28.01 | 28.67 | NA | NA | 29.80 | 10.25 | 8.02 | 10.45 | 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 | 7.34 | 3.68 | 2.92 | 4.02 | 4.55 | 3.46 | 4.61 | 0.00 | 7.73 | 2.29 | 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 07/25/2025, AR inception 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) |
-3.72%
Apr 2021 - Apr 2024 |
0.14%
Sep 2017 - Sep 2022 |
3.46%
Oct 2013 - Oct 2023 |
5.00%
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) |
11.60%
Jun 2012 - Jun 2015 |
9.35%
Dec 2012 - Dec 2017 |
8.16%
Aug 2011 - Aug 2021 |
5.99%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart