Share Price Chart
Loading graphics...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Great-West Lifetime 2060 Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Loading graphics...
Returns By Period
Great-West Lifetime 2060 Fund (MXGNX) has returned -3.98% so far this year and 13.38% over the past 12 months.
Great-West Lifetime 2060 Fund
- 1D
- -0.26%
- 1M
- -8.92%
- YTD
- -3.98%
- 6M
- -1.51%
- 1Y
- 13.38%
- 3Y*
- 11.60%
- 5Y*
- 5.72%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since May 7, 2019, MXGNX's average daily return is +0.04%, while the average monthly return is +0.77%. At this rate, your investment would double in approximately 7.5 years.
Historically, 64% of months were positive and 36% were negative. The best month was Nov 2020 with a return of +12.0%, while the worst month was Mar 2020 at -15.0%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.
On a daily basis, MXGNX closed higher 47% of trading days. The best single day was Apr 9, 2025 with a return of +7.3%, while the worst single day was Mar 16, 2020 at -11.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.22% | 2.13% | -8.92% | -3.98% | |||||||||
| 2025 | 3.26% | -0.36% | -2.89% | -0.19% | 5.04% | 3.73% | 0.43% | 2.81% | 2.52% | 1.25% | 0.49% | 0.81% | 17.97% |
| 2024 | -0.00% | 2.42% | 3.68% | -3.73% | 3.40% | 1.01% | 2.08% | 2.48% | 2.25% | -1.57% | 2.40% | -3.96% | 10.55% |
| 2023 | 7.67% | -3.01% | 1.24% | 0.72% | -1.93% | 5.38% | 3.45% | -3.15% | -4.29% | -3.47% | 8.06% | 6.58% | 17.34% |
| 2022 | -6.64% | 0.18% | 1.58% | -6.30% | -1.11% | -8.35% | 6.73% | -3.54% | -10.12% | 2.68% | 8.73% | -1.57% | -17.97% |
| 2021 | 2.19% | 2.15% | 1.51% | 3.81% | 1.36% | 0.87% | 0.39% | 1.56% | -3.11% | 3.13% | -2.65% | 4.06% | 16.08% |
Benchmark Metrics
Great-West Lifetime 2060 Fund has an annualized alpha of 0.31%, beta of 0.70, and R² of 0.60 versus S&P 500 Index. Calculated based on daily prices since May 08, 2019.
- This fund participated in 88.73% of S&P 500 Index downside but only 76.18% of its upside — more exposed to losses than it benefited from rallies.
- Alpha
- 0.31%
- Beta
- 0.70
- R²
- 0.60
- Upside Capture
- 76.18%
- Downside Capture
- 88.73%
Expense Ratio
MXGNX has an expense ratio of 0.47%, placing it in the medium range.
Return for Risk
Risk / Return Rank
MXGNX ranks 39 for risk / return — below 39% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Great-West Lifetime 2060 Fund (MXGNX) and compare them to a chosen benchmark (S&P 500 Index).
| MXGNX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 0.90 | -0.06 |
Sortino ratioReturn per unit of downside risk | 1.26 | 1.39 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.21 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.02 | 1.40 | -0.37 |
Martin ratioReturn relative to average drawdown | 4.58 | 6.61 | -2.03 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore MXGNX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Great-West Lifetime 2060 Fund provided a 7.58% dividend yield over the last twelve months, with an annual payout of $0.86 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Dividend | $0.86 | $0.86 | $0.69 | $0.49 | $0.74 | $1.04 | $0.60 | $0.27 |
Dividend yield | 7.58% | 7.28% | 6.42% | 4.74% | 7.99% | 8.55% | 5.26% | 2.56% |
Monthly Dividends
The table displays the monthly dividend distributions for Great-West Lifetime 2060 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.50 | $0.86 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.34 | $0.69 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.22 | $0.49 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.53 | $0.00 | $0.00 | $0.18 | $0.74 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.82 | $1.04 |
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.
Loading graphics...
Worst Drawdowns
The table below displays the maximum drawdowns of the Great-West Lifetime 2060 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 2060 Fund was 31.98%, occurring on Mar 20, 2020. Recovery took 115 trading sessions.
The current Great-West Lifetime 2060 Fund drawdown is 9.28%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -31.98% | Jan 21, 2020 | 43 | Mar 20, 2020 | 115 | Sep 2, 2020 | 158 |
| -30.6% | Dec 31, 2021 | 197 | Oct 12, 2022 | 440 | Jul 16, 2024 | 637 |
| -15.12% | Feb 19, 2025 | 35 | Apr 8, 2025 | 28 | May 19, 2025 | 63 |
| -9.28% | Feb 26, 2026 | 23 | Mar 30, 2026 | — | — | — |
| -6.93% | Jul 18, 2024 | 13 | Aug 5, 2024 | 14 | Aug 23, 2024 | 27 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading graphics...