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
MXDSX (GREAT-WEST SECUREFOUNDATION LIFETIME 2040 FUND INVESTOR CLASS) NA -31.15% -6.05% 0.15% 4.27% NA NA
Data as of 11/09/2021, Common starting date is 02/01/2011
More Performance Analytics Comparison
Name Start Date End Date
MXDSX (GREAT-WEST SECUREFOUNDATION LIFETIME 2040 FUND INVESTOR CLASS) 02/01/2011 11/09/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Annualized Return (%) 0.00 -31.15 -6.05 0.15 4.27 NA NA -35.67 13.32 22.38 -8.70 17.09 7.82 -1.54 5.88 23.88 14.01 -6.50
Sharpe Ratio NA -0.54 -0.18 -0.02 0.15 NA NA -0.65 0.49 2.21 -0.25 2.45 0.59 -0.12 0.55 1.95 1.13 -0.29
Standard Deviation(%) NA 57.51 36.97 33.95 25.66 NA NA 62.06 26.49 9.48 40.77 6.74 12.99 13.42 10.71 12.25 12.48 24.22
Draw Down(%) NA 42.93 42.93 42.93 42.93 NA NA 42.93 29.15 5.49 29.37 2.05 10.26 12.03 8.29 6.38 10.80 21.29
Yield(%) 0.00 45.46 22.60 17.26 13.26 8.24 6.18 42.28 10.60 10.79 12.45 5.06 2.36 3.84 3.93 8.47 0.00 0.00
Data as of 11/09/2021, Common starting date is 02/01/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXDSX (GREAT-WEST SECUREFOUNDATION LIFETIME 2040 FUND INVESTOR CLASS) -10.92%
Jan 2018 – Jan 2021
-0.96%
Mar 2016 – Mar 2021
2.49%
Apr 2011 – Apr 2021
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXDSX (GREAT-WEST SECUREFOUNDATION LIFETIME 2040 FUND INVESTOR CLASS) 15.29%
Sep 2011 – Sep 2014
10.64%
Nov 2012 – Nov 2017
4.54%
Sep 2011 – Sep 2021
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return