Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MXVIX (GREAT-WEST S&P 500 INDEX FUND INVESTOR CLASS) | 11.15% | 27.96% | 22.09% | 12.22% | 13.48% | 12.67% | 9.48% | … | … |
Data as of 06/04/2026, Common starting date is 12/16/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXVIX (GREAT-WEST S&P 500 INDEX FUND INVESTOR CLASS) | 12/16/2003 | 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.29 | 27.96 | 22.09 | 12.22 | 13.48 | 12.67 | 9.48 | … | … | 11.15 | 17.30 | 24.31 | 25.62 | -19.25 | 23.22 | 8.57 | 30.84 | -5.32 | 21.25 | 11.38 | 0.75 | 13.48 | 31.06 | 12.43 | -0.61 | 12.64 | 25.87 | -38.55 | 3.35 | 12.50 | 3.15 | 9.37 | 3.39 |
| Sharpe Ratio | NA | 2.23 | 1.31 | 0.58 | 0.64 | NA | NA | … | … | 1.98 | 0.78 | 1.60 | 1.69 | -0.85 | 1.74 | 0.24 | 2.35 | -0.36 | 3.06 | 0.87 | 0.05 | 1.19 | 2.80 | 0.97 | -0.03 | 0.69 | 0.96 | -0.96 | 0.01 | 0.89 | 0.09 | 0.75 | 17.77 |
| Standard Deviation(%) | NA | 11.86 | 14.90 | 17.03 | 18.43 | NA | NA | … | … | 13.51 | 18.62 | 12.92 | 13.12 | 24.49 | 13.32 | 35.20 | 12.47 | 18.81 | 6.76 | 12.85 | 15.83 | 11.28 | 11.07 | 12.90 | 23.86 | 18.15 | 26.78 | 40.97 | 16.17 | 10.29 | 10.41 | 11.16 | 7.38 |
| Draw Down(%) | NA | 8.94 | 18.78 | 26.66 | 33.82 | NA | NA | … | … | 8.94 | 18.78 | 8.45 | 10.06 | 24.90 | 7.05 | 33.82 | 6.66 | 19.49 | 2.64 | 10.36 | 12.05 | 7.34 | 5.64 | 9.65 | 19.40 | 16.31 | 27.27 | 48.95 | 9.93 | 7.51 | 7.12 | 8.09 | 0.19 |
| Yield(%) | 0.00 | 0.44 | 2.48 | 1.59 | 3.73 | 4.70 | 3.67 | … | … | 0.00 | 0.45 | 1.17 | 6.29 | 0.32 | 0.42 | 0.73 | 6.35 | 9.05 | 3.15 | 2.49 | 3.32 | 2.93 | 2.92 | 0.00 | 0.00 | 0.00 | 1.78 | 1.36 | 1.41 | 1.39 | 1.28 | 1.45 | 0.26 |
Data as of 06/04/2026, Common starting date is 12/16/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXVIX (GREAT-WEST S&P 500 INDEX FUND INVESTOR CLASS) |
-17.17%
Feb 2006 – Feb 2009 |
-8.56%
Feb 2004 – Feb 2009 |
4.35%
Jan 2006 – Jan 2016 |
5.88%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXVIX (GREAT-WEST S&P 500 INDEX FUND INVESTOR CLASS) |
23.96%
Sep 2022 – Sep 2025 |
20.79%
Feb 2009 – Feb 2014 |
15.25%
Feb 2009 – Feb 2019 |
13.91%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart