Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MXERX (GREAT-WEST S&P SMALL CAP 600 INDEX FUND INSTITUTIONAL CLASS) | -1.49% | 28.30% | 13.51% | 5.51% | 10.29% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXERX (GREAT-WEST S&P SMALL CAP 600 INDEX 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 (%) | 0.30 | 28.30 | 13.51 | 5.51 | 10.29 | NA | NA | … | … | -1.49 | 23.97 | 8.43 | 15.73 | -28.45 | 47.95 | 11.15 | 21.59 | -8.72 | 13.99 | 26.17 | -4.16 |
| Sharpe Ratio | NA | 1.03 | 0.46 | 0.11 | 0.33 | NA | NA | … | … | -0.27 | 0.78 | 0.21 | 0.61 | -1.04 | 1.83 | 0.24 | 1.24 | -0.34 | 1.08 | 1.50 | -0.37 |
| Standard Deviation(%) | NA | 27.36 | 24.77 | 25.73 | 26.40 | NA | NA | … | … | 28.91 | 27.03 | 23.43 | 19.89 | 28.87 | 26.13 | 44.60 | 16.19 | 29.49 | 12.43 | 17.35 | 16.80 |
| Draw Down(%) | NA | 14.50 | 28.19 | 34.32 | 44.50 | NA | NA | … | … | 14.50 | 24.22 | 9.21 | 17.87 | 34.32 | 9.89 | 42.52 | 10.12 | 26.96 | 6.62 | 12.40 | 13.26 |
| Yield(%) | 0.00 | 18.09 | 11.74 | 9.75 | 11.44 | 7.73 | 5.80 | … | … | 0.00 | 17.27 | 9.97 | 7.99 | 8.54 | 21.22 | 11.22 | 12.44 | 16.97 | 14.46 | 10.17 | 11.87 |
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 |
|---|---|---|---|---|
| MXERX (GREAT-WEST S&P SMALL CAP 600 INDEX FUND INSTITUTIONAL CLASS) |
-5.49%
Mar 2017 – Mar 2020 |
2.96%
Sep 2018 – Sep 2023 |
7.77%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXERX (GREAT-WEST S&P SMALL CAP 600 INDEX FUND INSTITUTIONAL CLASS) |
25.98%
Dec 2018 – Dec 2021 |
16.46%
Feb 2016 – Feb 2021 |
11.32%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart