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
MXAKX (GREAT-WEST LIFETIME 2020 FUND INSTITUTIONAL CLASS) 3.51% 10.38% 9.25% 4.29% 6.67% NA NA
Data as of 06/10/2026, Common starting date is 05/05/2016
More Performance Analytics Comparison
Name Start Date End Date
MXAKX (GREAT-WEST LIFETIME 2020 FUND INSTITUTIONAL CLASS) 05/05/2016 06/10/2026
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
Annualized Return (%) -1.41 10.38 9.25 4.29 6.67 NA NA 3.51 11.12 7.05 11.53 -12.59 9.79 11.51 17.27 -5.05 11.43 6.10
Sharpe Ratio NA 1.41 0.90 0.23 0.39 NA NA 0.93 1.11 0.55 1.06 -1.17 1.52 0.70 2.89 -0.21 1.83 1.26
Standard Deviation(%) NA 6.06 7.13 8.20 12.93 NA NA 7.27 7.45 6.23 7.50 12.05 6.42 16.14 5.46 30.93 5.93 7.30
Draw Down(%) NA 4.93 7.14 18.08 22.42 NA NA 4.93 7.14 3.12 6.87 17.91 2.99 20.75 2.69 22.42 2.53 3.53
Yield(%) 0.00 4.83 4.93 5.33 5.79 3.92 2.94 0.00 5.03 4.47 5.37 7.28 8.45 5.18 7.68 5.67 4.14 1.48
Data as of 06/10/2026, Common starting date is 05/05/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXAKX (GREAT-WEST LIFETIME 2020 FUND INSTITUTIONAL CLASS) 0.78%
Apr 2021 – Apr 2024
3.00%
Oct 2017 – Oct 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXAKX (GREAT-WEST LIFETIME 2020 FUND INSTITUTIONAL CLASS) 12.81%
Dec 2018 – Dec 2021
9.32%
Jun 2016 – Jun 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return