Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
MXSFX (GREAT-WEST REAL ESTATE INDEX FUND INSTITUTIONAL CLASS) | 0.00% | 5.20% | 4.58% | 8.76% | 4.72% | NA | NA | 4.59% |
Data as of 07/11/2025, AR inception is 05/01/2015
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
MXSFX (GREAT-WEST REAL ESTATE INDEX FUND INSTITUTIONAL CLASS) | 05/01/2015 | 07/11/2025 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.49 | 5.20 | 4.58 | 8.76 | 4.72 | NA | NA | 4.59 | 0.00 | 7.82 | 13.64 | -26.17 | 46.22 | -12.18 | 22.81 | -4.68 | 3.55 | 6.28 | 4.62 |
Sharpe Ratio | NA | 0.11 | 0.06 | 0.32 | 0.15 | NA | NA | 0.14 | -0.15 | 0.27 | 0.48 | -1.11 | 2.93 | -0.27 | 1.72 | -0.30 | 0.28 | 0.36 | 0.39 |
Standard Deviation(%) | NA | 18.32 | 20.33 | 20.28 | 22.42 | NA | NA | 22.31 | 20.85 | 15.70 | 20.79 | 25.02 | 15.75 | 45.91 | 12.37 | 20.59 | 10.38 | 17.01 | 17.70 |
Draw Down(%) | NA | 18.71 | 23.65 | 32.62 | 43.91 | NA | NA | 43.91 | 16.51 | 9.80 | 19.97 | 32.44 | 7.51 | 43.91 | 6.26 | 19.24 | 6.39 | 14.54 | 10.80 |
Yield(%) | 0.00 | 9.80 | 6.02 | 6.15 | 5.85 | 3.88 | 2.91 | 5.82 | 0.00 | 10.05 | 3.65 | 5.14 | 4.19 | 2.59 | 7.85 | 5.76 | 6.32 | 11.73 | 7.62 |
Data as of 07/11/2025, AR inception is 05/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
MXSFX (GREAT-WEST REAL ESTATE INDEX FUND INSTITUTIONAL CLASS) |
-4.56%
Mar 2017 - Mar 2020 |
-0.38%
Sep 2018 - Sep 2023 |
5.10%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
MXSFX (GREAT-WEST REAL ESTATE INDEX FUND INSTITUTIONAL CLASS) |
16.40%
Dec 2018 - Dec 2021 |
10.41%
Mar 2020 - Mar 2025 |
5.10%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart