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
MXTBX (GREAT-WEST LIFETIME 2035 FUND INSTITUTIONAL CLASS) 5.23% 14.50% 12.25% 5.84% 9.06% NA NA
Data as of 06/10/2026, Common starting date is 04/30/2015
More Performance Analytics Comparison
Name Start Date End Date
MXTBX (GREAT-WEST LIFETIME 2035 FUND INSTITUTIONAL CLASS) 04/30/2015 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 (%) -2.35 14.50 12.25 5.84 9.06 NA NA 5.23 14.61 9.27 15.16 -15.20 14.07 13.46 23.66 -13.29 20.79 13.92 -4.81
Sharpe Ratio NA 1.46 0.90 0.29 0.52 NA NA 1.09 1.02 0.64 1.00 -0.98 1.45 0.53 1.23 -1.06 2.23 1.08 -0.08
Standard Deviation(%) NA 9.21 10.86 12.08 14.45 NA NA 10.92 11.56 8.83 11.63 17.01 9.70 24.87 18.05 13.91 9.07 12.71 90.40
Draw Down(%) NA 7.09 11.33 22.44 30.10 NA NA 7.09 11.33 4.60 10.30 22.12 4.51 29.07 11.28 14.94 3.47 10.14 41.95
Yield(%) 0.00 11.97 12.25 10.63 10.96 7.14 5.36 0.00 12.63 15.14 11.58 13.92 18.97 10.51 17.59 14.98 11.10 5.81 4.57
Data as of 06/10/2026, Common starting date is 04/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXTBX (GREAT-WEST LIFETIME 2035 FUND INSTITUTIONAL CLASS) 1.42%
Apr 2021 – Apr 2024
3.31%
Dec 2017 – Dec 2022
7.19%
May 2015 – May 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXTBX (GREAT-WEST LIFETIME 2035 FUND INSTITUTIONAL CLASS) 16.97%
Dec 2018 – Dec 2021
12.65%
Feb 2016 – Feb 2021
9.91%
Jan 2016 – Jan 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return