UK markets closed

Great-West Small Cap Growth Instl (MXMSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
11.27+0.08 (+0.71%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.47%
5-year average return9.67%
Number of years up6
Number of years down2
Best 1-yr total return (23 Jan 2024)37.51%
Worst 1-yr total return (23 Jan 2024)N/A
Best 3-yr total return37.51%
Worst 3-yr total return-0.25%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMXMSXCategory
YTD16.11%12.40%
1-month10.64%3.37%
3-month11.33%4.88%
1-year16.11%55.69%
3-year-0.25%19.34%
5-year11.75%20.72%
10-year0.00%13.98%
Last bull market43.96%27.85%
Last bear market-16.61%-24.06%

Annual total return (%) history

Year
MXMSXCategory
2023
16.11%N/A
2022
-25.04%N/A
2021
14.03%N/A
2020
37.51%38.62%
2019
27.69%27.68%
2018
-2.72%-5.76%
2017
21.91%21.50%
2016
7.16%11.20%
2015
N/A-2.41%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20236.78%5.12%-7.09%11.33%
2022-12.15%-16.61%-1.62%3.99%
20216.70%5.45%-3.63%5.17%
2020-26.95%32.55%10.02%29.09%
201916.69%3.81%-6.43%12.66%
20184.62%9.57%7.61%-21.14%
20176.48%2.81%6.28%4.78%
2016-7.47%2.77%10.22%2.24%
20151.96%N/AN/AN/A

Rank in category (by total return)

YTD59
1-month39
3-month51
1-year59
3-year39
5-year37

Load adjusted returns

1-year16.11%
3-year-0.25%
5-year11.75%
10-yearN/A