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Great-West Mid Cap Value Instl (MXKJX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.69-0.08 (-0.91%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.21%
5-year average return8.23%
Number of years up6
Number of years down2
Best 1-yr total return (30 Jun 2024)30.73%
Worst 1-yr total return (30 Jun 2024)N/A
Best 3-yr total return30.73%
Worst 3-yr total return2.07%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMXKJXCategory
YTD7.14%21.28%
1-month4.12%-1.96%
3-month3.87%4.90%
1-year24.97%55.83%
3-year5.14%11.08%
5-year10.20%11.93%
10-year8.50%10.64%
Last bull market26.83%25.54%
Last bear market-15.14%-22.08%

Annual total return (%) history

Year
MXKJXCategory
2024
N/AN/A
2023
15.53%N/A
2022
-11.53%N/A
2021
30.73%N/A
2020
0.02%2.63%
2019
20.80%25.18%
2018
-12.00%-12.86%
2017
17.45%13.22%
2016
20.76%18.06%
2015
N/A-5.41%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.84%N/AN/AN/A
20233.27%4.18%-3.51%11.29%
20220.11%-15.14%-5.47%10.16%
202113.77%6.43%-1.27%9.35%
2020-33.76%19.30%5.72%19.72%
201912.85%0.88%0.68%5.39%
2018-2.12%2.20%3.16%-14.73%
20173.73%1.77%3.64%7.35%
20162.32%4.03%4.73%8.33%
2015-7.10%3.57%N/AN/A

Rank in category (by total return)

YTD36
1-month29
3-month46
1-year39
3-year49
5-year59

Load adjusted returns

1-year24.97%
3-year5.14%
5-year10.20%
10-year8.50%