Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
MXXJX (GREAT-WEST SHORT DURATION BOND FUND INSTITUTIONAL CLASS) | 3.06% | 5.30% | 4.71% | 2.32% | 2.58% | NA | NA | 2.58% |
Data as of 07/11/2025, AR inception is 05/01/2015
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
MXXJX (GREAT-WEST SHORT DURATION BOND 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 (%) | 0.00 | 5.30 | 4.71 | 2.32 | 2.58 | NA | NA | 2.58 | 3.06 | 4.64 | 5.88 | -3.84 | 0.35 | 5.01 | 5.82 | 1.04 | 2.29 | 2.02 | -0.06 |
Sharpe Ratio | NA | 0.34 | 0.30 | 0.08 | 0.38 | NA | NA | 0.38 | 1.69 | 0.14 | 0.82 | -1.81 | 0.39 | 1.31 | 3.65 | -0.33 | 1.82 | 1.60 | -0.11 |
Standard Deviation(%) | NA | 7.35 | 4.79 | 3.83 | 3.02 | NA | NA | 3.00 | 1.86 | 7.38 | 2.73 | 2.92 | 0.81 | 3.63 | 1.19 | 1.05 | 0.90 | 1.13 | 1.15 |
Draw Down(%) | NA | 4.92 | 4.92 | 6.26 | 7.74 | NA | NA | 7.74 | 0.72 | 4.82 | 1.27 | 5.81 | 0.60 | 7.74 | 0.50 | 0.61 | 0.40 | 1.20 | 0.66 |
Yield(%) | 0.00 | 5.04 | 3.30 | 2.88 | 2.71 | 1.81 | 1.36 | 2.72 | 0.00 | 5.16 | 3.31 | 2.01 | 2.62 | 3.21 | 2.99 | 2.84 | 2.17 | 2.22 | 1.34 |
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 |
---|---|---|---|---|
MXXJX (GREAT-WEST SHORT DURATION BOND FUND INSTITUTIONAL CLASS) |
0.00%
Oct 2019 - Oct 2022 |
1.23%
Oct 2017 - Oct 2022 |
2.59%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
MXXJX (GREAT-WEST SHORT DURATION BOND FUND INSTITUTIONAL CLASS) |
4.82%
Jun 2022 - Jun 2025 |
3.26%
Jan 2016 - Jan 2021 |
2.59%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart