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
MXMDX (GREAT-WEST S&P MID CAP 400 INDEX FUND INVESTOR CLASS) 12.10% 23.31% 15.28% 5.66% 9.02% 9.39% NA
Data as of 06/05/2026, Common starting date is 01/21/2011
More Performance Analytics Comparison
Name Start Date End Date
MXMDX (GREAT-WEST S&P MID CAP 400 INDEX FUND INVESTOR CLASS) 01/21/2011 06/05/2026
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 (%) -0.84 23.31 15.28 5.66 9.02 9.39 NA 12.10 6.91 13.24 15.75 -16.84 19.64 7.32 25.49 -12.03 15.82 20.16 -2.78 9.51 32.33 14.39 -4.10
Sharpe Ratio NA 1.33 0.67 0.16 0.35 NA NA 1.67 0.19 0.58 0.72 -0.70 1.09 0.17 1.68 -0.78 1.56 1.29 -0.19 0.74 2.44 0.95 -0.15
Standard Deviation(%) NA 15.52 17.97 19.75 21.31 NA NA 16.82 20.88 16.51 17.05 26.01 17.97 41.52 14.31 17.19 9.73 15.51 15.12 12.89 13.25 15.28 29.95
Draw Down(%) NA 8.87 24.14 26.48 41.80 NA NA 8.87 22.02 8.28 14.49 23.13 8.43 41.80 8.51 23.26 5.54 11.38 12.64 10.69 7.30 11.20 26.51
Yield(%) 0.00 6.87 5.54 3.16 4.67 5.71 4.44 0.00 6.69 3.34 5.28 0.38 1.66 0.93 4.53 6.64 6.09 4.75 6.31 5.19 3.96 0.00 0.00
Data as of 06/05/2026, Common starting date is 01/21/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXMDX (GREAT-WEST S&P MID CAP 400 INDEX FUND INVESTOR CLASS) -4.57%
Mar 2017 – Mar 2020
-0.03%
Mar 2015 – Mar 2020
5.96%
Oct 2013 – Oct 2023
8.46%
Mar 2011 – Mar 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXMDX (GREAT-WEST S&P MID CAP 400 INDEX FUND INVESTOR CLASS) 19.36%
Sep 2011 – Sep 2014
14.41%
Dec 2012 – Dec 2017
12.72%
Sep 2011 – Sep 2021
9.06%
May 2011 – May 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return