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
MXNZX (GREAT-WEST S&P MID CAP 400 INDEX FUND INSTITUTIONAL CLASS) 11.78% 21.20% 14.31% 7.48% 10.69% NA NA
Data as of 06/10/2026, Common starting date is 05/01/2015
More Performance Analytics Comparison
Name Start Date End Date
MXNZX (GREAT-WEST S&P MID CAP 400 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 (%) -1.92 21.20 14.31 7.48 10.69 NA NA 11.78 7.24 13.51 16.19 -13.22 24.52 13.21 25.97 -11.75 16.74 20.42 -6.72
Sharpe Ratio NA 1.35 0.69 0.26 0.44 NA NA 1.66 0.21 0.62 0.72 -0.57 1.38 0.31 1.69 -0.81 1.69 1.30 -0.61
Standard Deviation(%) NA 15.57 17.94 19.60 21.13 NA NA 17.08 20.80 15.91 17.53 25.61 17.76 41.29 14.46 16.19 9.56 15.54 16.21
Draw Down(%) NA 8.90 24.11 24.11 41.71 NA NA 8.90 22.00 8.30 14.45 22.67 8.39 41.71 8.39 23.23 5.44 11.23 12.62
Yield(%) 0.00 18.94 13.57 10.15 10.97 7.36 5.52 0.00 18.78 9.07 13.89 8.73 13.49 12.52 9.70 12.24 10.89 8.83 8.69
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
MXNZX (GREAT-WEST S&P MID CAP 400 INDEX FUND INSTITUTIONAL CLASS) -4.24%
Mar 2017 – Mar 2020
5.02%
Jun 2015 – Jun 2020
9.00%
Jun 2015 – Jun 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXNZX (GREAT-WEST S&P MID CAP 400 INDEX FUND INSTITUTIONAL CLASS) 21.78%
Mar 2020 – Mar 2023
16.61%
Mar 2020 – Mar 2025
11.91%
Jan 2016 – Jan 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return