Great-West Lifetime 2030 Fund (MXAYX)
The fund seeks to achieve its objective by investing in a professionally selected mix of underlying funds that is tailored for investors planning to retire in (or otherwise begin using the invested funds on), or close to, 2030 (which is assumed to be at age 65). It is designed for investors who plan to withdraw the value of their account in the fund gradually after retirement. While the fund is non-diversified, it invests in diversified underlying holdings.
Fund Info
US39137G5383
Apr 27, 2016
$0
Large-Cap
Blend
Expense Ratio
MXAYX has an expense ratio of 0.10%, which is considered low.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Great-West Lifetime 2030 Fund (MXAYX) returned 3.62% year-to-date (YTD) and 8.43% over the past 12 months.
MXAYX
3.62%
2.93%
0.64%
8.43%
6.74%
7.96%
N/A
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of MXAYX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.28% | -0.37% | -1.40% | 0.19% | 2.93% | 3.62% | |||||||
| 2024 | -0.29% | 1.86% | 2.69% | -2.99% | 3.09% | 0.65% | 1.77% | 2.19% | 1.79% | -2.16% | 2.76% | -2.87% | 8.53% |
| 2023 | 5.74% | -2.47% | 1.42% | 0.70% | -1.49% | 3.59% | 2.36% | -2.01% | -3.40% | -2.48% | 6.57% | 4.76% | 13.37% |
| 2022 | -4.98% | -0.34% | 0.09% | -5.59% | 0.46% | -6.14% | 5.55% | -2.86% | -7.73% | 4.03% | 6.18% | -2.73% | -14.24% |
| 2021 | 0.84% | 1.58% | 1.14% | 3.15% | 0.94% | 0.74% | 0.93% | 1.15% | -2.18% | 2.24% | -1.64% | 2.89% | 12.28% |
| 2020 | -0.62% | -4.29% | -10.92% | 7.34% | 3.91% | 1.56% | 4.85% | 2.84% | -1.88% | -0.91% | 8.51% | 3.40% | 12.89% |
| 2019 | 6.93% | 2.13% | 1.09% | 2.51% | -3.41% | 4.29% | 0.00% | -0.61% | 1.41% | 1.65% | 1.62% | 2.11% | 21.19% |
| 2018 | 3.00% | -2.08% | -2.29% | 1.30% | 0.94% | -0.83% | 2.25% | 1.10% | -0.22% | -6.15% | 1.64% | -5.51% | -7.11% |
| 2017 | 0.47% | 2.17% | 0.92% | 1.37% | 1.17% | 0.66% | 1.61% | 0.18% | 1.22% | 1.83% | 1.45% | 1.24% | 15.25% |
| 2016 | -2.45% | 3.92% | 0.77% | -0.10% | -1.44% | 1.37% | 2.99% | 5.01% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of MXAYX is 66, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Great-West Lifetime 2030 Fund (MXAYX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Great-West Lifetime 2030 Fund provided a 5.64% dividend yield over the last twelve months, with an annual payout of $0.61 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.61 | $0.61 | $0.59 | $0.93 | $1.15 | $0.69 | $0.93 | $0.77 | $0.48 | $0.16 |
Dividend yield | 5.64% | 5.84% | 5.75% | 9.73% | 9.40% | 5.77% | 8.28% | 7.59% | 4.10% | 1.51% |
Monthly Dividends
The table displays the monthly dividend distributions for Great-West Lifetime 2030 Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.35 | $0.61 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.28 | $0.59 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.57 | $0.00 | $0.00 | $0.28 | $0.93 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.71 | $1.15 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.30 | $0.69 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.60 | $0.00 | $0.00 | $0.24 | $0.93 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.44 | $0.77 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.36 | $0.48 |
| 2016 | $0.16 | $0.16 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Great-West Lifetime 2030 Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Great-West Lifetime 2030 Fund was 25.91%, occurring on Mar 23, 2020. Recovery took 96 trading sessions.
The current Great-West Lifetime 2030 Fund drawdown is 0.27%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -25.91% | Feb 20, 2020 | 23 | Mar 23, 2020 | 96 | Aug 7, 2020 | 119 |
| -20.84% | Nov 10, 2021 | 234 | Oct 14, 2022 | 352 | Mar 12, 2024 | 586 |
| -12.4% | Jan 30, 2018 | 227 | Dec 21, 2018 | 76 | Apr 12, 2019 | 303 |
| -9.57% | Feb 19, 2025 | 35 | Apr 8, 2025 | 27 | May 16, 2025 | 62 |
| -5.06% | Sep 3, 2020 | 14 | Sep 23, 2020 | 13 | Oct 12, 2020 | 27 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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