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
MXZHX (GREAT-WEST LIFETIME 2055 FUND INSTITUTIONAL CLASS) 7.30% 18.46% 15.08% 7.38% 10.45% NA NA
Data as of 06/10/2026, Common starting date is 04/30/2015
More Performance Analytics Comparison
Name Start Date End Date
MXZHX (GREAT-WEST LIFETIME 2055 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 (%) -2.91 18.46 15.08 7.38 10.45 NA NA 7.30 18.17 10.84 18.08 -16.73 16.66 14.05 26.40 -15.15 23.14 14.59 -5.67
Sharpe Ratio NA 1.51 0.91 0.33 0.49 NA NA 1.22 1.00 0.63 1.00 -0.87 1.38 0.46 1.09 -0.89 2.32 1.03 -0.08
Standard Deviation(%) NA 11.92 14.12 15.37 17.98 NA NA 14.43 15.35 11.45 14.60 21.06 12.10 30.07 22.86 18.68 9.74 13.89 100.77
Draw Down(%) NA 9.13 15.03 25.39 35.64 NA NA 9.13 15.03 6.80 12.97 25.02 5.71 33.54 14.34 19.85 3.67 10.79 45.39
Yield(%) 0.00 14.39 14.43 12.19 12.25 7.86 5.90 0.00 15.44 17.46 14.39 17.75 23.64 12.94 22.11 15.89 11.48 5.98 4.51
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
MXZHX (GREAT-WEST LIFETIME 2055 FUND INSTITUTIONAL CLASS) 0.65%
Mar 2017 – Mar 2020
3.51%
Dec 2017 – Dec 2022
8.01%
May 2015 – May 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXZHX (GREAT-WEST LIFETIME 2055 FUND INSTITUTIONAL CLASS) 18.92%
Dec 2018 – Dec 2021
13.78%
Jun 2016 – Jun 2021
11.22%
Jan 2016 – Jan 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return