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
MXNSX (GREAT-WEST S&P SMALL CAP 600 INDEX FUND CLASS L) 14.31% 30.27% 14.07% 2.46% 8.10% NA NA
Data as of 06/05/2026, Common starting date is 08/15/2011
More Performance Analytics Comparison
Name Start Date End Date
MXNSX (GREAT-WEST S&P SMALL CAP 600 INDEX FUND CLASS L) 08/15/2011 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 (%) -0.70 30.27 14.07 2.46 8.10 NA NA 14.31 5.16 7.67 15.08 -20.04 18.60 6.48 21.20 -9.36 12.81 25.09 -2.78 5.13 39.99 11.46 1.85
Sharpe Ratio NA 1.59 0.53 0.01 0.28 NA NA 1.96 0.10 0.21 0.58 -0.84 0.85 0.14 1.22 -0.58 0.97 1.43 -0.17 0.33 2.79 0.69 0.11
Standard Deviation(%) NA 17.39 20.26 21.51 23.44 NA NA 17.45 22.47 19.69 19.87 25.61 21.92 45.00 16.19 18.59 12.62 17.45 16.17 15.28 14.30 16.67 42.88
Draw Down(%) NA 8.76 28.17 32.27 44.94 NA NA 8.76 24.27 8.97 18.19 25.83 9.93 42.62 10.10 27.08 6.63 12.45 13.37 11.96 5.07 11.86 14.86
Yield(%) 0.00 4.79 3.42 1.76 4.15 5.83 4.37 0.00 4.43 2.64 2.07 0.19 1.08 0.33 5.38 8.52 7.61 4.44 8.19 5.90 5.30 0.00 0.00
Data as of 06/05/2026, Common starting date is 08/15/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXNSX (GREAT-WEST S&P SMALL CAP 600 INDEX FUND CLASS L) -6.04%
Mar 2017 – Mar 2020
-0.46%
Mar 2015 – Mar 2020
4.78%
Oct 2013 – Oct 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXNSX (GREAT-WEST S&P SMALL CAP 600 INDEX FUND CLASS L) 18.70%
Sep 2015 – Sep 2018
15.28%
Nov 2012 – Nov 2017
12.98%
Sep 2011 – Sep 2021
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return