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
SFBPX (GREAT-WEST SECUREFOUNDATION BALANCED ETF FUND CLASS A) 6.76% 17.31% 12.40% 2.35% 5.01% NA NA
Data as of 06/09/2026, Common starting date is 01/24/2012
More Performance Analytics Comparison
Name Start Date End Date
SFBPX (GREAT-WEST SECUREFOUNDATION BALANCED ETF FUND CLASS A) 01/24/2012 06/09/2026
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
Annualized Return (%) -1.68 17.31 12.40 2.35 5.01 NA NA 6.76 14.48 8.95 13.68 -27.80 10.53 2.03 19.60 -6.48 13.88 8.69 -0.78 6.39 15.33 7.50
Sharpe Ratio NA 1.64 0.79 -0.02 0.26 NA NA 1.17 1.07 0.37 1.11 -1.55 1.22 0.07 2.62 -0.84 2.82 0.98 -0.09 0.92 2.03 0.98
Standard Deviation(%) NA 8.99 11.87 13.07 12.86 NA NA 10.82 10.85 14.41 9.13 18.93 8.61 23.82 6.91 9.44 4.70 8.66 8.95 6.95 7.52 8.20
Draw Down(%) NA 6.38 14.97 29.70 29.70 NA NA 6.38 10.24 8.19 9.38 29.70 4.35 23.63 3.56 12.55 1.55 6.58 8.34 4.93 5.87 5.73
Yield(%) 0.00 9.13 7.96 4.31 5.33 5.05 3.79 0.00 9.52 8.55 5.92 1.77 1.72 1.96 10.03 7.89 6.41 3.76 1.96 1.93 1.26 0.00
Data as of 06/09/2026, Common starting date is 01/24/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SFBPX (GREAT-WEST SECUREFOUNDATION BALANCED ETF FUND CLASS A) -6.80%
Nov 2020 – Nov 2023
-1.86%
Dec 2017 – Dec 2022
2.06%
Oct 2013 – Oct 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SFBPX (GREAT-WEST SECUREFOUNDATION BALANCED ETF FUND CLASS A) 13.84%
May 2023 – May 2026
8.54%
Dec 2012 – Dec 2017
5.58%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return