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
MXVHX (GREAT-WEST T. ROWE PRICE EQUITY INCOME FUND INSTITUTIONAL CLASS) 10.16% 23.71% 18.09% 11.29% 12.24% NA NA
Data as of 06/08/2026, Common starting date is 05/01/2015
More Performance Analytics Comparison
Name Start Date End Date
MXVHX (GREAT-WEST T. ROWE PRICE EQUITY INCOME FUND INSTITUTIONAL CLASS) 05/01/2015 06/08/2026
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 (%) 0.13 23.71 18.09 11.29 12.24 NA NA 10.16 17.30 15.73 12.72 -3.35 27.39 3.24 26.92 -9.56 17.07 19.17 -7.92
Sharpe Ratio NA 2.11 0.76 0.46 0.56 NA NA 1.93 0.93 0.41 0.71 -0.24 2.05 0.08 2.25 -0.74 2.22 1.29 -0.68
Standard Deviation(%) NA 10.59 20.27 19.00 19.33 NA NA 11.81 15.52 29.22 12.90 19.96 13.38 36.68 11.29 14.87 7.41 14.65 17.09
Draw Down(%) NA 6.96 25.60 25.60 37.70 NA NA 6.96 14.06 18.32 9.96 16.67 6.14 37.70 6.43 19.50 3.35 10.61 15.50
Yield(%) 0.00 11.01 14.23 11.36 11.47 7.46 5.59 0.00 11.54 20.64 11.90 12.39 12.72 7.07 17.18 15.21 14.76 11.64 10.84
Data as of 06/08/2026, 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
MXVHX (GREAT-WEST T. ROWE PRICE EQUITY INCOME FUND INSTITUTIONAL CLASS) -1.51%
Mar 2017 – Mar 2020
5.25%
Jun 2015 – Jun 2020
10.40%
Jun 2015 – Jun 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXVHX (GREAT-WEST T. ROWE PRICE EQUITY INCOME FUND INSTITUTIONAL CLASS) 20.27%
Mar 2020 – Mar 2023
18.42%
Mar 2020 – Mar 2025
13.34%
Jan 2016 – Jan 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return