Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MXUGX (GREAT-WEST LOOMIS SAYLES BOND FUND INSTITUTIONAL CLASS) 1.09% 6.30% 6.86% 2.37% 4.10% NA NA
Data as of 06/04/2026, Common starting date is 05/01/2015
More Performance Analytics Comparison
Name Start Date End Date
MXUGX (GREAT-WEST LOOMIS SAYLES BOND FUND INSTITUTIONAL CLASS) 05/01/2015 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
Annualized Return (%) 0.12 6.30 6.86 2.37 4.10 NA NA 1.09 8.40 5.56 8.11 -10.96 1.27 9.39 12.17 -2.70 6.57 11.80 -6.98
Sharpe Ratio NA 1.46 0.92 -0.02 0.48 NA NA 0.05 1.93 0.51 0.71 -2.35 0.57 1.24 5.32 -0.40 3.07 2.76 -3.49
Standard Deviation(%) NA 2.84 4.34 4.43 5.25 NA NA 3.55 2.87 3.81 6.33 5.28 2.18 7.32 2.01 10.23 1.93 4.19 2.95
Draw Down(%) NA 2.50 4.41 15.20 15.20 NA NA 2.50 2.65 2.18 4.69 14.47 2.30 14.90 0.76 9.04 1.35 3.28 7.81
Yield(%) 0.00 5.99 6.12 5.10 5.03 3.50 2.62 0.00 6.17 6.53 5.90 4.11 6.59 6.29 3.31 5.18 3.66 5.36 4.56
Data as of 06/04/2026, 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
MXUGX (GREAT-WEST LOOMIS SAYLES BOND FUND INSTITUTIONAL CLASS) -2.07%
Oct 2020 – Oct 2023
0.49%
Sep 2018 – Sep 2023
3.75%
Jun 2015 – Jun 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXUGX (GREAT-WEST LOOMIS SAYLES BOND FUND INSTITUTIONAL CLASS) 8.11%
Oct 2022 – Oct 2025
7.67%
Jan 2016 – Jan 2021
4.97%
Jan 2016 – Jan 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return