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
MXWEX (GREAT-WEST LIFETIME 2045 FUND INSTITUTIONAL CLASS) 7.43% 19.44% 15.29% 7.26% 10.21% NA NA
Data as of 06/05/2026, Common starting date is 04/30/2015
More Performance Analytics Comparison
Name Start Date End Date
MXWEX (GREAT-WEST LIFETIME 2045 FUND INSTITUTIONAL CLASS) 04/30/2015 06/05/2026
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 (%) -2.05 19.44 15.29 7.26 10.21 NA NA 7.43 17.13 11.08 17.22 -16.41 16.60 13.95 26.27 -14.51 23.13 13.89 -5.24
Sharpe Ratio NA 1.87 1.01 0.37 0.53 NA NA 1.72 1.00 0.69 1.01 -0.88 1.41 0.47 1.21 -1.02 2.43 1.01 -0.08
Standard Deviation(%) NA 10.78 13.06 14.54 16.86 NA NA 12.99 14.26 10.84 13.57 20.42 11.76 29.31 20.56 15.70 9.28 13.60 97.88
Draw Down(%) NA 8.54 14.12 24.83 33.99 NA NA 8.54 14.12 6.37 11.90 24.58 5.42 32.90 12.69 16.63 3.05 10.71 44.44
Yield(%) 0.00 12.94 13.15 11.07 11.45 7.49 5.62 0.00 13.66 15.94 11.84 14.73 19.98 10.86 19.28 14.80 10.92 5.35 4.24
Data as of 06/05/2026, Common starting date is 04/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXWEX (GREAT-WEST LIFETIME 2045 FUND INSTITUTIONAL CLASS) 0.88%
Mar 2017 – Mar 2020
3.69%
Dec 2017 – Dec 2022
7.98%
May 2015 – May 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXWEX (GREAT-WEST LIFETIME 2045 FUND INSTITUTIONAL CLASS) 18.82%
Dec 2018 – Dec 2021
13.71%
Jun 2016 – Jun 2021
11.05%
Jan 2016 – Jan 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return