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
MXBUX (Great-West S&P Mid Cap 400 Index Fund Cl) -3.38% 22.68% 15.13% 7.71% NA NA NA
Data as of 06/09/2026, Common starting date is 04/10/2017
More Performance Analytics Comparison
Name Start Date End Date
MXBUX (Great-West S&P Mid Cap 400 Index Fund Cl) 04/10/2017 06/09/2026
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
Annualized Return (%) -0.63 22.68 15.13 7.71 NA NA NA -3.38 24.73 12.90 18.47 -13.77 23.91 12.77 25.14 -12.25 12.53
Sharpe Ratio NA 0.79 0.54 0.22 NA NA NA -0.45 0.86 0.51 0.69 -0.59 1.35 0.31 1.65 -0.84 1.85
Standard Deviation(%) NA 25.77 23.35 22.77 NA NA NA 27.85 25.54 18.22 21.77 25.81 17.63 40.86 14.35 16.23 9.15
Draw Down(%) NA 15.05 24.28 24.28 NA NA NA 15.05 22.11 8.37 13.05 22.85 8.49 41.82 8.54 23.31 5.55
Yield(%) 0.00 15.27 11.90 8.99 8.70 5.80 4.35 0.00 15.04 7.54 13.51 7.71 11.54 9.97 8.45 11.58 8.54
Data as of 06/09/2026, Common starting date is 04/10/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXBUX (Great-West S&P Mid Cap 400 Index Fund Cl) 1.63%
Jun 2017 – Jun 2020
5.03%
Sep 2017 – Sep 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXBUX (Great-West S&P Mid Cap 400 Index Fund Cl) 21.13%
Mar 2020 – Mar 2023
16.55%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return