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
MXETX (Great-West Core Strategies: U.S. Equity Fund Investor Class) 10.48% 25.67% 19.07% 11.93% NA NA NA
Data as of 06/17/2026, Common starting date is 09/08/2020
More Performance Analytics Comparison
Name Start Date End Date
MXETX (Great-West Core Strategies: U.S. Equity Fund Investor Class) 09/08/2020 06/17/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020
Annualized Return (%) 2.41 25.67 19.07 11.93 NA NA NA 10.48 14.97 21.16 22.79 -25.11 41.67 16.30
Sharpe Ratio NA 1.70 0.95 0.47 NA NA NA 1.51 0.67 0.91 1.46 -1.04 2.30 3.61
Standard Deviation(%) NA 12.37 16.91 19.15 NA NA NA 13.89 18.12 19.20 13.20 25.57 18.13 16.86
Draw Down(%) NA 8.87 24.26 31.05 NA NA NA 8.87 18.38 11.03 10.49 31.05 5.35 6.89
Yield(%) 0.00 6.91 8.52 8.35 5.68 3.79 2.84 0.00 7.00 11.76 5.95 7.33 13.80 2.39
Data as of 06/17/2026, Common starting date is 09/08/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXETX (Great-West Core Strategies: U.S. Equity Fund Investor Class) 3.67%
Dec 2021 – Dec 2024
10.35%
Mar 2021 – Mar 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXETX (Great-West Core Strategies: U.S. Equity Fund Investor Class) 21.97%
Sep 2022 – Sep 2025
15.93%
Oct 2020 – Oct 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return