Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MXWLX (GREAT-WEST LIFETIME 2055 FUND INVESTOR CLASS) | 9.24% | 6.82% | 7.63% | 5.27% | 5.77% | 7.45% | NA | 8.28% |
Data as of 07/21/2025, AR inception is 05/04/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXWLX (GREAT-WEST LIFETIME 2055 FUND INVESTOR CLASS) | 05/04/2009 | 07/21/2025 |
| 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 6.82 | 7.63 | 5.27 | 5.77 | 7.45 | NA | 8.28 | 9.24 | 7.50 | 14.63 | -22.35 | 9.01 | 9.13 | 25.72 | -12.85 | 21.66 | 10.97 | -1.90 | 6.36 | 22.78 | 15.56 | -9.20 | 14.56 | 26.02 |
| Sharpe Ratio | NA | 0.25 | 0.37 | 0.21 | 0.13 | NA | NA | 0.26 | 0.81 | 0.08 | 0.87 | -1.09 | 0.69 | 0.29 | 1.98 | -0.92 | 2.74 | 0.80 | -0.02 | 0.53 | 1.66 | 1.21 | -0.38 | 0.79 | 2.19 |
| Standard Deviation(%) | NA | 16.48 | 15.32 | 15.67 | 32.69 | NA | NA | 27.67 | 18.68 | 11.74 | 11.97 | 21.76 | 13.01 | 30.33 | 12.28 | 15.37 | 7.70 | 13.45 | 89.98 | 12.04 | 13.69 | 12.92 | 24.14 | 18.39 | 18.86 |
| Draw Down(%) | NA | 15.07 | 20.01 | 33.12 | 50.99 | NA | NA | 51.88 | 15.04 | 6.92 | 13.27 | 29.49 | 7.79 | 33.58 | 5.49 | 17.32 | 1.99 | 11.56 | 51.88 | 10.01 | 6.90 | 11.42 | 22.65 | 14.06 | 6.99 |
| Yield(%) | 0.00 | 1.19 | 1.12 | 1.49 | 4.27 | 5.52 | 5.04 | 6.29 | 0.00 | 1.31 | 1.32 | 0.81 | 2.33 | 1.41 | 10.44 | 8.13 | 6.07 | 3.23 | 11.16 | 5.99 | 9.61 | 0.00 | 0.00 | 0.00 | 1.34 |
Data as of 07/21/2025, AR inception is 05/04/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXWLX (GREAT-WEST LIFETIME 2055 FUND INVESTOR CLASS) |
-3.39%
Apr 2021 - Apr 2024 |
0.19%
Sep 2017 - Sep 2022 |
4.10%
Oct 2013 - Oct 2023 |
6.18%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXWLX (GREAT-WEST LIFETIME 2055 FUND INVESTOR CLASS) |
15.57%
Sep 2011 - Sep 2014 |
13.92%
Jun 2009 - Jun 2014 |
10.49%
Sep 2011 - Sep 2021 |
7.96%
Jun 2009 - Jun 2024 |
Annualized Rolling Returns Comparison Chart