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Great-West Large Cap Growth Instl (MXGSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.64+0.03 (+0.26%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.12%
5-year average return19.37%
Number of years up7
Number of years down1
Best 1-yr total return (2 Jun 2024)41.99%
Worst 1-yr total return (2 Jun 2024)N/A
Best 3-yr total return41.99%
Worst 3-yr total return7.77%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMXGSXCategory
YTD8.92%12.38%
1-month-4.39%5.09%
3-month5.01%10.28%
1-year33.07%41.70%
3-year8.01%22.56%
5-year16.86%21.98%
10-year15.67%15.99%
Last bull market31.12%25.99%
Last bear market-18.09%-17.29%

Annual total return (%) history

Year
MXGSXCategory
2024
N/AN/A
2023
34.03%N/A
2022
-22.95%N/A
2021
21.20%N/A
2020
41.99%35.86%
2019
36.78%31.90%
2018
0.32%-2.09%
2017
30.55%27.67%
2016
1.35%3.23%
2015
N/A3.60%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.92%N/AN/AN/A
20238.94%11.31%-2.28%13.11%
2022-9.08%-18.09%-2.15%5.73%
20211.35%9.22%0.34%9.12%
2020-14.03%30.21%14.05%11.22%
201916.97%6.10%0.86%9.27%
20183.07%5.60%9.15%-15.56%
20179.85%6.71%4.81%6.26%
2016-2.94%-0.56%5.27%-0.24%
2015-5.32%7.50%N/AN/A

Rank in category (by total return)

YTD21
1-month33
3-month27
1-year33
3-year16
5-year7

Load adjusted returns

1-year33.07%
3-year8.01%
5-year16.86%
10-year15.67%