Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MXVHX (GREAT-WEST T. ROWE PRICE EQUITY INCOME FUND INSTITUTIONAL CLASS) | 8.14% | 10.72% | 14.46% | 15.99% | 10.45% | NA | NA | 10.21% |
Data as of 07/11/2025, AR inception is 05/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXVHX (GREAT-WEST T. ROWE PRICE EQUITY INCOME 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 (%) | 0.43 | 10.72 | 14.46 | 15.99 | 10.45 | NA | NA | 10.21 | 8.14 | 15.73 | 12.72 | -3.35 | 27.39 | 3.24 | 26.92 | -9.56 | 17.07 | 19.17 | -7.92 |
| Sharpe Ratio | NA | 0.30 | 0.52 | 0.71 | 0.46 | NA | NA | 0.44 | 0.74 | 0.41 | 0.71 | -0.24 | 2.05 | 0.08 | 2.25 | -0.74 | 2.22 | 1.29 | -0.68 |
| Standard Deviation(%) | NA | 31.86 | 21.73 | 19.72 | 19.83 | NA | NA | 19.71 | 19.71 | 29.22 | 12.90 | 19.96 | 13.38 | 36.68 | 11.29 | 14.87 | 7.41 | 14.65 | 17.09 |
| Draw Down(%) | NA | 25.60 | 25.60 | 25.60 | 37.70 | NA | NA | 37.70 | 14.06 | 18.32 | 9.96 | 16.67 | 6.14 | 37.70 | 6.43 | 19.50 | 3.35 | 10.61 | 15.50 |
| Yield(%) | 0.00 | 18.26 | 14.37 | 14.70 | 10.68 | 6.96 | 5.22 | 10.44 | 0.00 | 20.64 | 11.90 | 12.39 | 12.72 | 7.07 | 17.18 | 15.21 | 14.76 | 11.64 | 10.84 |
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 |
|---|---|---|---|---|
| MXVHX (GREAT-WEST T. ROWE PRICE EQUITY INCOME FUND INSTITUTIONAL CLASS) |
-1.51%
Mar 2017 - Mar 2020 |
5.25%
Jun 2015 - Jun 2020 |
10.40%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXVHX (GREAT-WEST T. ROWE PRICE EQUITY INCOME FUND INSTITUTIONAL CLASS) |
20.27%
Mar 2020 - Mar 2023 |
18.42%
Mar 2020 - Mar 2025 |
10.40%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart