Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MXTFX (GREAT-WEST LOOMIS SAYLES SMALL CAP VALUE FUND INSTITUTIONAL CLASS) | 14.10% | 25.74% | 14.49% | 7.10% | 9.83% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXTFX (GREAT-WEST LOOMIS SAYLES SMALL CAP VALUE FUND INSTITUTIONAL CLASS) | 05/01/2015 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.89 | 25.74 | 14.49 | 7.10 | 9.83 | NA | NA | … | … | 14.10 | 5.30 | 8.58 | 18.18 | -23.61 | 55.41 | 3.14 | 25.18 | -16.42 | 10.80 | 26.31 | -6.71 |
| Sharpe Ratio | NA | 1.48 | 0.54 | 0.20 | 0.35 | NA | NA | … | … | 2.17 | 0.12 | 0.24 | 0.60 | -0.90 | 2.11 | 0.07 | 1.68 | -1.10 | 0.88 | 1.57 | -0.60 |
| Standard Deviation(%) | NA | 16.60 | 22.14 | 24.07 | 23.94 | NA | NA | … | … | 17.02 | 21.61 | 21.09 | 24.59 | 28.01 | 26.30 | 43.44 | 14.09 | 16.24 | 11.57 | 16.66 | 16.49 |
| Draw Down(%) | NA | 9.84 | 25.31 | 32.42 | 43.40 | NA | NA | … | … | 9.84 | 22.03 | 9.78 | 13.78 | 32.42 | 9.65 | 43.40 | 8.83 | 25.18 | 6.19 | 12.93 | 14.42 |
| Yield(%) | 0.00 | 4.37 | 9.14 | 9.52 | 9.88 | 6.56 | 4.92 | … | … | 0.00 | 4.16 | 8.11 | 15.33 | 9.84 | 25.71 | 1.18 | 2.83 | 8.31 | 21.10 | 10.16 | 11.89 |
Data as of 06/03/2026, Common starting date is 05/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXTFX (GREAT-WEST LOOMIS SAYLES SMALL CAP VALUE FUND INSTITUTIONAL CLASS) |
-8.45%
Mar 2017 – Mar 2020 |
1.39%
Jun 2015 – Jun 2020 |
7.60%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXTFX (GREAT-WEST LOOMIS SAYLES SMALL CAP VALUE FUND INSTITUTIONAL CLASS) |
26.13%
Dec 2018 – Dec 2021 |
17.09%
Mar 2020 – Mar 2025 |
11.02%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart