- ISIN
- US39137C2970
- Issuer
- Great-West
- Inception Date
- Apr 30, 2009
- Category
- Target Retirement Date
- Min. Investment
- $0
- Distribution Policy
- Distributing
- Asset Class
- Multi-Asset
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
MXXLX Performance Chart
Great-West Lifetime 2055 Fund (MXXLX) is up 10.8% since the beginning of the year. MXXLX is currently trading at $22 per share. Investors who bought $1,000 worth of MXXLX shares 5 years ago would now be looking at an investment worth $1,444.
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Returns By Period
Great-West Lifetime 2055 Fund (MXXLX) has returned 10.77% so far this year and 23.59% over the past 12 months.
Great-West Lifetime 2055 Fund
- 1D
- 0.54%
- 1M
- 1.60%
- YTD
- 10.77%
- 6M
- 11.14%
- 1Y
- 23.59%
- 3Y*
- 16.53%
- 5Y*
- 7.62%
- 10Y*
- 9.58%
Benchmark (S&P 500 Index)
- 1D
- -2.64%
- 1M
- 0.25%
- YTD
- 7.86%
- 6M
- 7.47%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MXXLX Monthly Returns History
Based on dividend-adjusted daily data since May 4, 2009, MXXLX's average daily return is +0.04%, while the average monthly return is +0.72%. At this rate, an investment would double in approximately 8.1 years.
Historically, 65% of months were positive and 35% were negative. The best month was Nov 2020 with a return of +11.9%, while the worst month was Mar 2020 at -15.0%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.
On a daily basis, MXXLX closed higher 50% of trading days. The best single day was Mar 24, 2020 with a return of +8.1%, 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 | 3.14% | 2.08% | -6.35% | 8.19% | 3.41% | 0.41% | 10.77% | ||||||
| 2025 | 3.24% | -0.44% | -2.93% | -0.17% | 4.91% | 3.76% | 0.42% | 2.82% | 2.47% | 1.17% | 0.55% | 0.73% | 17.54% |
| 2024 | 0.06% | 2.41% | 3.65% | -3.75% | 3.36% | 1.09% | 2.03% | 2.44% | 2.27% | -1.57% | 2.43% | -3.87% | 10.65% |
| 2023 | 7.58% | -2.98% | 1.18% | 0.78% | -1.93% | 5.38% | 3.42% | -3.07% | -4.29% | -3.51% | 8.09% | 6.53% | 17.25% |
| 2022 | -6.60% | 0.06% | 1.63% | -6.29% | -1.12% | -8.41% | 6.77% | -3.54% | -9.15% | 2.65% | 8.69% | -1.58% | -17.19% |
| 2021 | 2.18% | 2.08% | 1.55% | 3.85% | 1.32% | 0.81% | 0.50% | 1.49% | -3.05% | 3.18% | -2.68% | 4.09% | 16.12% |
Benchmark Metrics
Great-West Lifetime 2055 Fund has an annualized alpha of -0.22%, beta of 0.89, and R2 of 0.77 versus S&P 500 Index. Calculated based on daily prices since May 05, 2009.
- This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (79.50%) than losses (64.25%) - typical of diversified or defensive assets.
- With beta of 0.89 and R2 of 0.77, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- -0.22%
- Beta
- 0.89
- R²
- 0.77
- Upside Capture
- 79.50%
- Downside Capture
- 64.25%
Expense Ratio
MXXLX has an expense ratio of 0.57%, placing it in the medium range.
Return for Risk
Risk / Return Rank
MXXLX ranks 49 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Great-West Lifetime 2055 Fund (MXXLX) and compare them to S&P 500 Index.
| MXXLX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.36 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.59 | — | — |
| Martin ratioReturn relative to average drawdown | 11.05 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
Great-West Lifetime 2055 Fund provided a 2.68% dividend yield over the last twelve months, with an annual payout of $0.60 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.60 | $0.60 | $0.75 | $0.57 | $1.15 | $1.70 | $0.90 | $1.58 | $1.48 | $0.54 |
Dividend yield | 2.68% | 2.97% | 4.27% | 3.42% | 7.87% | 8.92% | 5.05% | 9.47% | 10.16% | 2.95% |
Monthly Dividends
The table displays the monthly dividend distributions for Great-West Lifetime 2055 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 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.43 | $0.00 | $0.00 | $0.17 | $0.60 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.28 | $0.75 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.23 | $0.57 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.89 | $0.00 | $0.00 | $0.25 | $1.15 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.70 | $0.00 | $0.00 | $0.99 | $1.70 |
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 2055 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 2055 Fund was 33.59%, occurring on Mar 23, 2020. Recovery took 114 trading sessions.
The current Great-West Lifetime 2055 Fund drawdown is 0.09%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -33.59%Mar 2020 | 2mo 2d | 5mo 13d | 7mo 15dJan 2020 - Sep 2020 |
2016 bear market2016 | -29.93%Feb 2016 | 1y 7mo | 1y 10mo | 3y 5moJul 2014 - Dec 2017 |
Bear market2022 | -28.94%Oct 2022 | 9mo 17d | 1y 9mo | 2y 6moDec 2021 - Jul 2024 |
2011 bear market2011 | -22.67%Oct 2011 | 5mo 4d | 1y 2mo | 1y 7moMay 2011 - Dec 2012 |
Rate-hike selloffLate 2018 | -17.40%Dec 2018 | 10mo 25d | 10mo 7d | 1y 8moJan 2018 - Oct 2019 |
Drawdown Indicators
| MXXLX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.59% | -9.10% | -24.49% |
Max Drawdown (1Y)Largest decline over 1 year | -9.11% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -15.05% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -28.94% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -33.59% | — | — |
Current DrawdownCurrent decline from peak | -0.09% | -2.97% | +2.88% |
Average DrawdownAverage peak-to-trough decline | -7.02% | -1.13% | -5.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.13% | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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