Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MXLDX (GREAT-WEST SECUREFOUNDATION BALANCED FUND CLASS L) | 6.45% | 15.85% | 11.24% | 2.23% | 5.24% | 5.32% | NA | … | … |
Data as of 06/09/2026, Common starting date is 02/04/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXLDX (GREAT-WEST SECUREFOUNDATION BALANCED FUND CLASS L) | 02/04/2011 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.55 | 15.85 | 11.24 | 2.23 | 5.24 | 5.32 | NA | … | … | 6.45 | 12.66 | 7.55 | 13.22 | -19.33 | 2.38 | 8.33 | 18.13 | -6.29 | 10.86 | 7.99 | -0.84 | 6.57 | 16.42 | 5.49 | -2.38 |
| Sharpe Ratio | NA | 1.50 | 0.82 | -0.03 | 0.32 | NA | NA | … | … | 1.15 | 0.86 | 0.46 | 1.05 | -1.32 | 0.23 | 0.40 | 2.42 | -0.79 | 1.89 | 0.89 | -0.05 | 0.82 | 1.56 | 0.63 | -0.17 |
| Standard Deviation(%) | NA | 8.68 | 10.02 | 11.43 | 11.44 | NA | NA | … | … | 10.34 | 11.38 | 8.63 | 9.16 | 15.82 | 10.38 | 20.05 | 6.88 | 9.80 | 5.42 | 8.74 | 16.22 | 8.01 | 10.49 | 8.76 | 16.05 |
| Draw Down(%) | NA | 6.42 | 10.83 | 29.80 | 29.80 | NA | NA | … | … | 6.42 | 10.59 | 4.18 | 9.22 | 24.59 | 8.00 | 22.38 | 3.78 | 11.90 | 1.93 | 6.50 | 10.82 | 5.56 | 5.09 | 6.58 | 13.44 |
| Yield(%) | 0.00 | 4.67 | 6.17 | 3.55 | 4.54 | 4.55 | 3.44 | … | … | 0.00 | 4.84 | 9.16 | 4.57 | 1.42 | 2.12 | 1.98 | 8.84 | 6.50 | 4.56 | 2.73 | 4.54 | 4.43 | 7.19 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 02/04/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXLDX (GREAT-WEST SECUREFOUNDATION BALANCED FUND CLASS L) |
-4.16%
Apr 2021 – Apr 2024 |
-0.60%
Oct 2017 – Oct 2022 |
2.76%
Oct 2013 – Oct 2023 |
4.82%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXLDX (GREAT-WEST SECUREFOUNDATION BALANCED FUND CLASS L) |
12.61%
May 2023 – May 2026 |
8.65%
Jan 2016 – Jan 2021 |
7.43%
Aug 2011 – Aug 2021 |
5.21%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart