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Nasdaq - Delayed Quote USD

Great-West Funds Inc - Great-West Lifetime Conservative 2040 Fund (MXBFX)

11.37
-0.21
(-1.81%)
At close: April 22 at 8:00:39 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -9.98%
5y Average Return 8.22%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (Apr 22, 2022) 23.47%
Worst 1Y Total Return (Apr 22, 2022) --
Best 3Y Total Return 23.47%
Worst 3Y Total Return 8.39%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MXBFX
Category
YTD
-9.98%
10.80%
1-Month
-4.45%
1.06%
3-Month
-4.85%
6.14%
1-Year
-4.54%
33.59%
3-Year
8.30%
12.99%
5-Year
8.22%
12.87%
10-Year
0.00%
9.72%
Last Bull Market
31.33%
19.05%
Last Bear Market
-19.58%
-17.54%

Annual Total Return (%) History

Past Quarterly Returns

Rank in Category (By Total Return)

YTD 38
1-Month 74
3-Month 38
1-Year 80
3-Year 80
5-Year 84

Load Adjusted Returns

1-Year 2.72%
3-Year 10.65%
5-Year 9.15%
10-Year --

Performance & Risk

YTD Return -9.98%
5y Average Return 8.22%
Rank in Category (ytd) 38
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.40
Morningstar Risk Rating

Fund Overview

Category Target-Date 2040
Fund Family Empower Funds
Net Assets 355.35M
YTD Return -9.98%
Yield 2.38%
Morningstar Rating
Inception Date Apr 28, 2016

Fund Summary

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, 2040 (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.

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