Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SFBPX (GREAT-WEST SECUREFOUNDATION BALANCED ETF FUND CLASS A) | 6.24% | 17.36% | 12.60% | 2.28% | 4.98% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SFBPX (GREAT-WEST SECUREFOUNDATION BALANCED ETF FUND CLASS A) | 01/24/2012 | 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 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.76 | 17.36 | 12.60 | 2.28 | 4.98 | NA | NA | … | … | 6.24 | 14.48 | 8.95 | 13.68 | -27.80 | 10.53 | 2.03 | 19.60 | -6.48 | 13.88 | 8.69 | -0.78 | 6.39 | 15.33 | 7.50 |
| Sharpe Ratio | NA | 2.01 | 0.88 | 0.02 | 0.28 | NA | NA | … | … | 1.76 | 1.07 | 0.37 | 1.11 | -1.55 | 1.22 | 0.07 | 2.62 | -0.84 | 2.82 | 0.98 | -0.09 | 0.92 | 2.03 | 0.98 |
| Standard Deviation(%) | NA | 8.74 | 11.83 | 13.05 | 12.85 | NA | NA | … | … | 10.56 | 10.85 | 14.41 | 9.13 | 18.93 | 8.61 | 23.82 | 6.91 | 9.44 | 4.70 | 8.66 | 8.95 | 6.95 | 7.52 | 8.20 |
| Draw Down(%) | NA | 6.38 | 14.97 | 29.70 | 29.70 | NA | NA | … | … | 6.38 | 10.24 | 8.19 | 9.38 | 29.70 | 4.35 | 23.63 | 3.56 | 12.55 | 1.55 | 6.58 | 8.34 | 4.93 | 5.87 | 5.73 |
| Yield(%) | 0.00 | 9.17 | 8.04 | 4.31 | 5.34 | 5.05 | 3.79 | … | … | 0.00 | 9.52 | 8.55 | 5.92 | 1.77 | 1.72 | 1.96 | 10.03 | 7.89 | 6.41 | 3.76 | 1.96 | 1.93 | 1.26 | 0.00 |
Data as of 06/05/2026, Common starting date is 01/24/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFBPX (GREAT-WEST SECUREFOUNDATION BALANCED ETF FUND CLASS A) |
-6.80%
Nov 2020 – Nov 2023 |
-1.86%
Dec 2017 – Dec 2022 |
2.06%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFBPX (GREAT-WEST SECUREFOUNDATION BALANCED ETF FUND CLASS A) |
13.84%
May 2023 – May 2026 |
8.54%
Dec 2012 – Dec 2017 |
5.58%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart