UK markets close in 3 hours 27 minutes

Great-West SecureFoundation Bal Svc (MXSHX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
13.65+0.05 (+0.37%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.66%
5-year average return6.38%
Number of years up11
Number of years down3
Best 1-yr total return (17 Jun 2024)17.65%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return17.65%
Worst 3-yr total return2.35%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMXSHXCategory
YTD3.75%9.69%
1-month3.27%0.91%
3-month2.18%5.21%
1-year13.22%27.06%
3-year1.20%11.00%
5-year6.90%10.26%
10-year5.81%8.34%
Last bull market16.82%15.58%
Last bear market-10.58%-12.16%

Annual total return (%) history

Year
MXSHXCategory
2024
N/AN/A
2023
13.04%N/A
2022
-14.58%N/A
2021
11.02%N/A
2020
13.76%11.72%
2019
17.65%19.23%
2018
-5.43%-5.76%
2017
12.84%13.21%
2016
8.60%7.34%
2015
-0.73%-1.93%
2014
6.00%6.21%
2013
15.93%16.48%
2012
11.69%11.72%
2011
0.94%-0.11%
2010
10.80%11.83%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.98%N/AN/AN/A
20234.59%2.83%-3.75%9.21%
2022-5.50%-10.58%-5.52%6.98%
20213.69%4.00%-1.05%4.04%
2020-13.01%13.19%3.78%11.32%
20198.21%2.88%0.77%4.87%
2018-0.86%1.51%2.55%-8.36%
20173.43%2.43%3.08%3.33%
20161.96%2.08%3.00%1.30%
20152.33%-0.51%-4.82%2.44%
20141.51%3.23%-1.56%2.76%
20135.57%-0.13%4.78%4.95%
20127.50%-1.98%4.40%1.53%
20113.52%0.98%-9.71%6.94%
20103.30%-6.09%8.41%5.36%

Rank in category (by total return)

YTD81
1-month44
3-month58
1-year75
3-year79
5-year67

Load adjusted returns

1-year13.22%
3-year1.20%
5-year6.90%
10-year5.81%