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
MXSFX (GREAT-WEST REAL ESTATE INDEX FUND INSTITUTIONAL CLASS) 13.92% 18.08% 11.58% 4.47% 5.24% NA NA
Data as of 06/17/2026, Common starting date is 05/01/2015
More Performance Analytics Comparison
Name Start Date End Date
MXSFX (GREAT-WEST REAL ESTATE INDEX FUND INSTITUTIONAL CLASS) 05/01/2015 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 2019 2018 2017 2016 2015
Annualized Return (%) -1.67 18.08 11.58 4.47 5.24 NA NA 13.92 3.53 7.82 13.64 -26.17 46.22 -12.18 22.81 -4.68 3.55 6.28 4.62
Sharpe Ratio NA 1.30 0.55 0.11 0.18 NA NA 2.78 0.04 0.27 0.48 -1.11 2.93 -0.27 1.72 -0.30 0.28 0.36 0.39
Standard Deviation(%) NA 13.58 17.07 19.17 22.13 NA NA 14.49 17.45 15.70 20.79 25.02 15.75 45.91 12.37 20.59 10.38 17.01 17.70
Draw Down(%) NA 7.73 18.71 32.62 43.91 NA NA 7.73 16.51 9.80 19.97 32.44 7.51 43.91 6.26 19.24 6.39 14.54 10.80
Yield(%) 0.00 3.54 5.92 4.68 5.21 4.07 3.06 0.00 3.57 10.05 3.65 5.14 4.19 2.59 7.85 5.76 6.32 11.73 7.62
Data as of 06/17/2026, 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
MXSFX (GREAT-WEST REAL ESTATE INDEX FUND INSTITUTIONAL CLASS) -4.56%
Mar 2017 – Mar 2020
-0.38%
Sep 2018 – Sep 2023
4.42%
Jul 2015 – Jul 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXSFX (GREAT-WEST REAL ESTATE INDEX FUND INSTITUTIONAL CLASS) 16.40%
Dec 2018 – Dec 2021
10.41%
Mar 2020 – Mar 2025
6.07%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return