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Great-West Lifetime 2025 Instl (MXQBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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6.400.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.40%
5-year average return5.95%
Number of years up6
Number of years down2
Best 1-yr total return (20 Jun 2024)18.43%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return18.43%
Worst 3-yr total return2.39%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMXQBXCategory
YTD3.59%6.61%
1-month2.75%0.92%
3-month1.93%4.66%
1-year12.32%21.54%
3-year1.41%10.23%
5-year6.61%9.75%
10-year5.84%7.82%
Last bull market14.92%16.61%
Last bear market-10.02%-14.25%

Annual total return (%) history

Year
MXQBXCategory
2024
N/AN/A
2023
12.18%N/A
2022
-13.43%N/A
2021
10.52%N/A
2020
12.67%11.84%
2019
18.43%18.25%
2018
-5.41%-5.34%
2017
14.56%14.67%
2016
8.37%6.73%
2015
N/A-1.59%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.75%N/AN/AN/A
20234.28%2.22%-2.86%8.33%
2022-5.00%-10.02%-5.01%6.62%
20212.85%4.21%-0.52%3.65%
2020-13.46%13.36%4.51%9.89%
20198.82%3.04%0.90%4.67%
2018-0.41%0.69%2.54%-8.01%
20174.36%3.02%3.09%3.36%
20161.64%2.27%3.47%0.76%
2015-5.73%3.17%N/AN/A

Rank in category (by total return)

YTD54
1-month68
3-month59
1-year44
3-year26
5-year35

Load adjusted returns

1-year12.32%
3-year1.41%
5-year6.61%
10-year5.84%