Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MXCJX (GREAT-WEST SECUREFOUNDATION BALANCED FUND INSTITUTIONAL CLASS) | 5.70% | 15.13% | 11.46% | 5.49% | 7.96% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXCJX (GREAT-WEST SECUREFOUNDATION BALANCED FUND INSTITUTIONAL CLASS) | 05/01/2015 | 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 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.09 | 15.13 | 11.46 | 5.49 | 7.96 | NA | NA | … | … | 5.70 | 13.32 | 8.32 | 13.88 | -14.16 | 11.52 | 14.07 | 18.82 | -5.72 | 10.60 | 11.18 | -2.87 |
| Sharpe Ratio | NA | 1.58 | 0.90 | 0.28 | 0.57 | NA | NA | … | … | 1.21 | 0.98 | 0.55 | 1.07 | -1.04 | 1.39 | 0.71 | 2.54 | -0.73 | 1.51 | 1.22 | -0.10 |
| Standard Deviation(%) | NA | 8.78 | 9.88 | 10.81 | 11.10 | NA | NA | … | … | 10.41 | 10.66 | 8.58 | 9.61 | 15.11 | 8.28 | 19.39 | 6.84 | 9.71 | 6.59 | 8.98 | 45.00 |
| Draw Down(%) | NA | 6.33 | 10.64 | 20.69 | 22.39 | NA | NA | … | … | 6.33 | 10.26 | 4.18 | 9.08 | 20.22 | 3.87 | 22.39 | 3.69 | 11.71 | 2.86 | 6.45 | 23.81 |
| Yield(%) | 0.00 | 7.83 | 9.53 | 8.51 | 8.79 | 5.91 | 4.43 | … | … | 0.00 | 8.16 | 13.86 | 7.70 | 9.14 | 14.51 | 9.49 | 11.99 | 8.75 | 6.32 | 6.08 | 4.53 |
Data as of 06/10/2026, Common starting date is 05/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXCJX (GREAT-WEST SECUREFOUNDATION BALANCED FUND INSTITUTIONAL CLASS) |
0.91%
Apr 2021 – Apr 2024 |
3.57%
Oct 2017 – Oct 2022 |
6.77%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXCJX (GREAT-WEST SECUREFOUNDATION BALANCED FUND INSTITUTIONAL CLASS) |
14.76%
Dec 2018 – Dec 2021 |
10.64%
Jan 2016 – Jan 2021 |
8.51%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart