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Great-West SecureFoundation Bal ETF A (SFBPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.43-0.02 (-0.17%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.57%
5-year average return6.08%
Number of years up8
Number of years down3
Best 1-yr total return (27 Jun 2024)18.91%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return18.91%
Worst 3-yr total return2.10%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSFBPXCategory
YTD3.84%9.69%
1-month3.37%0.91%
3-month2.25%5.21%
1-year13.69%27.06%
3-year1.31%11.00%
5-year6.86%10.26%
10-year5.93%8.34%
Last bull market17.33%15.58%
Last bear market-10.97%-12.16%

Annual total return (%) history

Year
SFBPXCategory
2024
N/AN/A
2023
13.81%N/A
2022
-14.88%N/A
2021
10.24%N/A
2020
13.43%11.72%
2019
18.91%19.23%
2018
-5.80%-5.76%
2017
13.70%13.21%
2016
8.69%7.34%
2015
-0.79%-1.93%
2014
6.22%6.21%
2013
15.52%16.48%
2012
N/A11.72%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.12%N/AN/AN/A
20234.84%2.92%-3.66%9.48%
2022-5.42%-10.97%-5.19%6.61%
20213.25%4.10%-1.11%3.71%
2020-14.34%14.17%4.28%11.21%
20198.84%3.03%0.82%5.18%
2018-1.00%1.44%2.74%-8.71%
20173.75%2.58%3.19%3.54%
20161.69%2.37%3.42%0.97%
20152.42%-0.69%-4.87%2.53%
20141.47%3.37%-1.58%2.89%
20135.30%-0.18%4.73%4.93%
2012-1.06%4.07%1.54%N/A

Rank in category (by total return)

YTD78
1-month37
3-month55
1-year70
3-year77
5-year69

Load adjusted returns

1-year13.69%
3-year1.31%
5-year6.86%
10-year5.93%