Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MXSHX (GREAT-WEST SECUREFOUNDATION BALANCED FUND SERVICE CLASS) | 7.68% | 17.69% | 12.19% | 3.13% | 5.88% | 5.84% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/29/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXSHX (GREAT-WEST SECUREFOUNDATION BALANCED FUND SERVICE CLASS) | 12/29/2009 | 06/04/2026 |
| 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 (%) | 0.00 | 17.69 | 12.19 | 3.13 | 5.88 | 5.84 | NA | … | … | 7.68 | 12.79 | 7.75 | 13.40 | -18.42 | 4.07 | 9.23 | 18.32 | -7.74 | 13.36 | 7.91 | -0.16 | 6.16 | 16.58 | 7.09 | -2.72 | 10.31 | -0.54 |
| Sharpe Ratio | NA | 1.86 | 0.95 | 0.06 | 0.39 | NA | NA | … | … | 1.68 | 0.90 | 0.48 | 1.10 | -1.28 | 0.42 | 0.45 | 2.46 | -0.92 | 2.66 | 0.89 | -0.01 | 0.78 | 1.84 | 0.86 | -0.18 | 0.86 | -9.55 |
| Standard Deviation(%) | NA | 8.52 | 9.79 | 11.14 | 11.24 | NA | NA | … | … | 10.30 | 11.04 | 8.59 | 8.95 | 15.58 | 9.73 | 19.86 | 6.85 | 10.01 | 4.79 | 8.68 | 20.57 | 7.93 | 8.99 | 8.29 | 15.45 | 11.84 | 5.16 |
| Draw Down(%) | NA | 6.40 | 10.69 | 27.99 | 27.99 | NA | NA | … | … | 6.40 | 10.24 | 4.12 | 9.15 | 23.82 | 7.24 | 22.37 | 3.78 | 11.84 | 1.50 | 6.49 | 17.72 | 5.44 | 4.75 | 6.58 | 13.94 | 9.44 | 0.54 |
| Yield(%) | 0.00 | 3.77 | 5.14 | 3.07 | 4.08 | 4.20 | 3.50 | … | … | 0.00 | 3.90 | 7.45 | 3.81 | 1.23 | 1.99 | 1.81 | 7.76 | 5.66 | 4.02 | 2.28 | 3.95 | 4.10 | 6.59 | 0.00 | 0.00 | 0.00 | 1.14 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| MXSHX (GREAT-WEST SECUREFOUNDATION BALANCED FUND SERVICE CLASS) |
-3.24%
Apr 2021 – Apr 2024 |
0.16%
Oct 2017 – Oct 2022 |
3.22%
Oct 2013 – Oct 2023 |
4.89%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXSHX (GREAT-WEST SECUREFOUNDATION BALANCED FUND SERVICE CLASS) |
12.75%
May 2023 – May 2026 |
9.01%
Jan 2016 – Jan 2021 |
7.78%
Aug 2011 – Aug 2021 |
5.92%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart