Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MXTBX (GREAT-WEST LIFETIME 2035 FUND INSTITUTIONAL CLASS) | 7.90% | 9.39% | 11.08% | 9.10% | 7.68% | NA | NA | 7.66% |
Data as of 07/11/2025, AR inception is 04/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXTBX (GREAT-WEST LIFETIME 2035 FUND INSTITUTIONAL CLASS) | 04/30/2015 | 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 (%) | 0.69 | 9.39 | 11.08 | 9.10 | 7.68 | NA | NA | 7.66 | 7.90 | 9.27 | 15.16 | -15.20 | 14.07 | 13.46 | 23.66 | -13.29 | 20.79 | 13.92 | -4.81 |
| Sharpe Ratio | NA | 0.51 | 0.62 | 0.56 | 0.24 | NA | NA | 0.22 | 0.90 | 0.64 | 1.00 | -0.98 | 1.45 | 0.53 | 1.23 | -1.06 | 2.23 | 1.08 | -0.08 |
| Standard Deviation(%) | NA | 12.14 | 12.39 | 12.38 | 27.51 | NA | NA | 27.28 | 14.17 | 8.83 | 11.63 | 17.01 | 9.70 | 24.87 | 18.05 | 13.91 | 9.07 | 12.71 | 90.40 |
| Draw Down(%) | NA | 11.33 | 13.39 | 22.44 | 44.72 | NA | NA | 44.72 | 11.33 | 4.60 | 10.30 | 22.12 | 4.51 | 29.07 | 11.28 | 14.94 | 3.47 | 10.14 | 41.95 |
| Yield(%) | 0.00 | 14.06 | 12.92 | 12.84 | 10.04 | 6.69 | 5.02 | 10.03 | 0.00 | 15.16 | 11.59 | 13.92 | 18.97 | 10.51 | 17.59 | 14.98 | 11.10 | 5.81 | 4.57 |
Data as of 07/11/2025, AR inception is 04/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXTBX (GREAT-WEST LIFETIME 2035 FUND INSTITUTIONAL CLASS) |
1.42%
Apr 2021 - Apr 2024 |
3.31%
Dec 2017 - Dec 2022 |
7.19%
May 2015 - May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXTBX (GREAT-WEST LIFETIME 2035 FUND INSTITUTIONAL CLASS) |
16.97%
Dec 2018 - Dec 2021 |
12.65%
Feb 2016 - Feb 2021 |
7.72%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart