Great-West Lifetime 2015 Fund (MXLZX)
The fund seeks to achieve its objective by investing in a professionally selected mix of underlying funds that is tailored for investors who retired in (or otherwise began using the invested funds on), or close to, 2015 (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
US39137C5528
Apr 30, 2009
$0
Large-Cap
Blend
Expense Ratio
MXLZX has an expense ratio of 0.53%, placing it in the medium range.
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 2015 Fund (MXLZX) returned 2.86% year-to-date (YTD) and 6.99% over the past 12 months. Over the past 10 years, MXLZX returned 4.84% annually, underperforming the S&P 500 benchmark at 10.85%.
MXLZX
2.86%
1.91%
0.58%
6.99%
4.89%
5.47%
4.84%
^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 MXLZX, 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 | 1.70% | -0.08% | -0.76% | 0.08% | 1.91% | 2.86% | |||||||
| 2024 | -0.24% | 1.10% | 2.03% | -2.52% | 2.43% | 0.61% | 1.52% | 1.87% | 1.53% | -1.85% | 2.11% | -2.21% | 6.39% |
| 2023 | 4.41% | -2.07% | 1.38% | 0.64% | -1.27% | 2.37% | 1.67% | -1.49% | -2.67% | -1.83% | 5.16% | 3.85% | 10.19% |
| 2022 | -3.85% | -0.49% | -0.14% | -4.25% | 0.15% | -4.83% | 4.53% | -2.32% | -6.58% | 2.74% | 4.67% | -1.99% | -12.34% |
| 2021 | 0.48% | 0.68% | 0.74% | 2.40% | 0.72% | 0.58% | 1.03% | 0.83% | -1.63% | 1.59% | -1.11% | 2.07% | 8.64% |
| 2020 | 0.07% | -2.78% | -7.74% | 5.54% | 3.01% | 1.23% | 3.64% | 1.94% | -1.36% | -0.73% | 5.94% | 2.44% | 10.91% |
| 2019 | 4.92% | 1.44% | 1.12% | 1.70% | -2.03% | 3.25% | 0.00% | -0.07% | 0.78% | 1.05% | 1.03% | 1.42% | 15.44% |
| 2018 | -0.07% | -1.54% | -1.42% | 0.79% | 0.64% | -0.46% | 1.44% | 0.85% | -0.28% | -4.04% | 0.98% | -3.55% | -6.62% |
| 2017 | -0.22% | 1.57% | 0.52% | 1.03% | 0.80% | 0.34% | 1.16% | 0.21% | 0.76% | 1.08% | 0.99% | 2.67% | 11.44% |
| 2016 | -4.34% | 1.48% | 4.55% | 0.78% | 0.31% | 0.29% | 2.71% | 0.53% | -0.08% | -1.05% | 0.38% | 2.80% | 8.39% |
| 2015 | 0.37% | 2.18% | -0.36% | 0.72% | -0.36% | -1.66% | 0.88% | -3.54% | -1.38% | 3.82% | -0.23% | -1.05% | -0.81% |
| 2014 | -5.76% | 2.69% | -0.28% | 1.14% | 1.69% | 1.29% | -0.21% | 0.89% | -2.47% | 1.42% | 1.61% | -0.66% | 1.06% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 75, MXLZX is among the top 25% of mutual funds on our website when it comes to balancing risk and reward. Below is 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 2015 Fund (MXLZX) 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 2015 Fund provided a 4.38% dividend yield over the last twelve months, with an annual payout of $0.58 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.58 | $0.58 | $0.53 | $0.94 | $1.16 | $0.44 | $0.83 | $0.78 | $0.59 | $0.35 | $0.89 | $1.06 |
Dividend yield | 4.38% | 4.51% | 4.15% | 7.80% | 7.85% | 2.96% | 6.03% | 6.18% | 4.10% | 2.63% | 7.01% | 7.73% |
Monthly Dividends
The table displays the monthly dividend distributions for Great-West Lifetime 2015 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 | $0.32 | $0.58 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.19 | $0.53 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.57 | $0.00 | $0.00 | $0.27 | $0.94 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.65 | $1.16 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.09 | $0.44 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.18 | $0.83 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.36 | $0.78 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.30 | $0.59 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.23 | $0.35 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.59 | $0.00 | $0.00 | $0.21 | $0.89 |
| 2014 | $0.09 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.71 | $1.06 |
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 2015 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 2015 Fund was 19.02%, occurring on Mar 23, 2020. Recovery took 84 trading sessions.
The current Great-West Lifetime 2015 Fund drawdown is 0.15%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -19.02% | Feb 20, 2020 | 23 | Mar 23, 2020 | 84 | Jul 22, 2020 | 107 |
| -17.42% | Nov 10, 2021 | 234 | Oct 14, 2022 | 431 | Jul 5, 2024 | 665 |
| -15.32% | May 2, 2011 | 108 | Oct 3, 2011 | 377 | Apr 8, 2013 | 485 |
| -10.29% | Apr 27, 2015 | 202 | Feb 11, 2016 | 102 | Jul 8, 2016 | 304 |
| -10.19% | Apr 26, 2010 | 49 | Jul 2, 2010 | 71 | Oct 13, 2010 | 120 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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