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Great-West Moderately Agg Prfl L (MXFPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.200.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return6.65%
5-year average return5.93%
Number of years up7
Number of years down2
Best 1-yr total return (31 Jan 2019)20.17%
Worst 1-yr total return (31 Jan 2019)-7.89%
Best 3-yr total return20.17%
Worst 3-yr total return4.84%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMXFPXCategory
YTD9.22%11.35%
1-month-2.58%0.99%
3-month-0.14%5.92%
1-year19.85%32.83%
3-year9.99%11.75%
5-year9.05%11.53%
10-year9.98%8.98%
Last bull market17.49%17.67%
Last bear market-15.28%-15.71%

Annual total return (%) history

Year
MXFPXCategory
2021
N/AN/A
2020
11.39%13.51%
2019
20.06%21.35%
2018
-7.89%-7.93%
2017
15.19%15.80%
2016
8.93%7.93%
2015
-0.99%-2.77%
2014
6.84%5.71%
2013
20.17%21.31%
2012
13.75%13.42%
2011
N/A-3.80%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20215.37%4.70%N/AN/A
2020-18.76%15.58%4.85%13.15%
20199.92%2.72%0.57%5.73%
2018-0.81%0.89%2.74%-10.41%
20174.23%3.16%3.06%3.95%
20160.91%2.14%3.70%1.92%
20152.48%-0.90%-5.65%3.33%
20141.73%3.80%-1.97%3.20%
20136.92%0.92%5.15%5.91%
20129.81%-3.59%5.14%2.20%
20117.74%N/AN/AN/A

Rank in category (by total return)

YTD63
1-month92
3-month90
1-year67
3-year72
5-year73

Load adjusted returns

1-year30.88%
3-year10.74%
5-year10.59%
10-year8.74%