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Great-West Ariel Mid Cap Value Fund Class L (MXAMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.77+0.14 (+1.20%)
At close: 08:00PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return11.44%
5-year average return5.54%
Number of years up4
Number of years down2
Best 1-yr total return (3 Feb 2019)24.07%
Worst 1-yr total return (3 Feb 2019)-14.25%
Best 3-yr total return24.07%
Worst 3-yr total return3.38%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMXAMXCategory
YTD-16.82%21.28%
1-month0.63%-1.96%
3-month18.81%4.90%
1-year-11.78%55.83%
3-year-1.97%11.08%
5-year0.72%11.93%
10-year9.51%10.64%
Last bull market27.15%25.54%
Last bear market-25.26%-22.08%

Annual total return (%) history

Year
MXAMXCategory
2020
N/A2.63%
2019
24.07%25.18%
2018
-14.25%-12.86%
2017
14.73%13.22%
2016
12.31%18.06%
2015
-6.02%-5.41%
2014
7.91%9.31%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-29.99%18.81%5.52%N/A
201915.53%1.26%-1.76%7.95%
2018-0.39%1.02%2.87%-17.16%
20177.16%0.58%0.08%6.36%
20160.99%0.20%6.86%3.86%
20154.28%-0.85%-13.17%4.67%
2014-0.99%4.59%-2.97%7.40%

Rank in category (by total return)

YTD21
1-month69
3-month61
1-year33
3-year61
5-year76

Load adjusted returns

1-year-11.78%
3-year-1.97%
5-year0.72%
10-year9.51%