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
MXWLX (GREAT-WEST LIFETIME 2055 FUND INVESTOR CLASS) 7.04% 18.05% 14.68% 4.23% 8.18% 7.75% NA
Data as of 06/10/2026, Common starting date is 05/04/2009
More Performance Analytics Comparison
Name Start Date End Date
MXWLX (GREAT-WEST LIFETIME 2055 FUND INVESTOR CLASS) 05/04/2009 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 2014 2013 2012 2011 2010 2009
Annualized Return (%) -2.87 18.05 14.68 4.23 8.18 7.75 NA 7.04 17.70 10.75 17.41 -22.35 9.01 9.13 25.72 -12.85 21.66 10.97 -1.90 6.36 22.78 15.56 -9.20 14.56 26.02
Sharpe Ratio NA 1.50 0.93 0.12 0.40 NA NA 1.19 0.97 0.63 1.15 -1.10 0.69 0.29 1.97 -0.93 2.74 0.80 -0.02 0.53 1.66 1.21 -0.38 0.79 2.19
Standard Deviation(%) NA 11.79 13.27 15.25 16.42 NA NA 14.18 15.28 11.39 12.11 21.76 13.01 30.33 12.28 15.37 7.70 13.45 89.98 12.04 13.69 12.92 24.14 18.39 18.86
Draw Down(%) NA 9.07 15.04 33.12 33.58 NA NA 9.07 15.04 6.92 11.69 29.49 7.79 33.58 5.49 17.32 1.99 11.56 51.88 10.01 6.90 11.42 22.65 14.06 6.99
Yield(%) 0.00 3.23 4.05 2.49 4.76 5.45 5.80 0.00 3.46 4.54 3.93 0.81 2.33 1.41 10.44 8.13 6.07 3.23 11.16 5.99 9.61 0.00 0.00 0.00 1.34
Data as of 06/10/2026, Common starting date is 05/04/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXWLX (GREAT-WEST LIFETIME 2055 FUND INVESTOR CLASS) -2.91%
Sep 2019 – Sep 2022
0.19%
Sep 2017 – Sep 2022
4.29%
Oct 2013 – Oct 2023
6.56%
Apr 2010 – Apr 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXWLX (GREAT-WEST LIFETIME 2055 FUND INVESTOR CLASS) 17.49%
Sep 2022 – Sep 2025
13.92%
Jun 2009 – Jun 2014
10.49%
Sep 2011 – Sep 2021
8.13%
Jun 2009 – Jun 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return