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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Great-West Lifetime 2050 Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
Great-West Lifetime 2050 Fund (MXBSX) has returned -3.81% so far this year and 13.32% over the past 12 months.
Great-West Lifetime 2050 Fund
- 1D
- -0.16%
- 1M
- -8.52%
- YTD
- -3.81%
- 6M
- -1.40%
- 1Y
- 13.32%
- 3Y*
- 11.93%
- 5Y*
- 6.37%
- 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 4, 2016, MXBSX's average daily return is +0.04%, while the average monthly return is +0.81%. At this rate, your investment would double in approximately 7.2 years.
Historically, 70% of months were positive and 30% 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 15 consecutive months, and the longest losing streak was 3 months.
On a daily basis, MXBSX closed higher 47% of trading days. The best single day was Apr 9, 2025 with a return of +7.1%, while the worst single day was Mar 16, 2020 at -10.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.01% | 2.08% | -8.52% | -3.81% | |||||||||
| 2025 | 3.28% | -0.43% | -2.84% | -0.18% | 4.88% | 3.73% | 0.49% | 2.76% | 2.48% | 1.19% | 0.55% | 0.74% | 17.70% |
| 2024 | 0.09% | 2.47% | 3.57% | -3.62% | 3.31% | 1.21% | 2.05% | 2.43% | 2.25% | -1.42% | 2.45% | -3.83% | 11.16% |
| 2023 | 7.54% | -2.94% | 1.27% | 0.77% | -1.82% | 5.38% | 3.45% | -2.97% | -4.31% | -3.38% | 8.13% | 6.50% | 17.79% |
| 2022 | -6.52% | 0.08% | 1.72% | -6.21% | -1.12% | -8.39% | 6.97% | -3.48% | -9.09% | 2.71% | 8.66% | -1.54% | -16.61% |
| 2021 | 2.18% | 2.13% | 1.62% | 3.95% | 1.32% | 0.86% | 0.57% | 1.57% | -3.01% | 3.23% | -2.62% | 4.11% | 16.82% |
Benchmark Metrics
Great-West Lifetime 2050 Fund has an annualized alpha of 1.30%, beta of 0.68, and R² of 0.56 versus S&P 500 Index. Calculated based on daily prices since May 05, 2016.
- This fund participated in 87.30% of S&P 500 Index downside but only 78.07% of its upside — more exposed to losses than it benefited from rallies.
- Beta of 0.68 indicates this fund moves significantly less than S&P 500 Index — a genuinely defensive profile with reduced participation in both market rallies and downturns.
- Alpha
- 1.30%
- Beta
- 0.68
- R²
- 0.56
- Upside Capture
- 78.07%
- Downside Capture
- 87.30%
Expense Ratio
MXBSX has an expense ratio of 0.12%, which is considered low.
Return for Risk
Risk / Return Rank
MXBSX ranks 40 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 2050 Fund (MXBSX) and compare them to a chosen benchmark (S&P 500 Index).
| MXBSX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | 0.90 | -0.05 |
Sortino ratioReturn per unit of downside risk | 1.27 | 1.39 | -0.11 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.21 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 1.40 | -0.35 |
Martin ratioReturn relative to average drawdown | 4.74 | 6.61 | -1.86 |
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 MXBSX 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 2050 Fund provided a 5.48% dividend yield over the last twelve months, with an annual payout of $0.66 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.66 | $0.66 | $0.83 | $0.61 | $1.05 | $1.45 | $0.81 | $1.10 | $0.83 | $0.43 |
Dividend yield | 5.48% | 5.27% | 7.38% | 5.63% | 10.66% | 11.14% | 6.57% | 9.46% | 8.18% | 3.54% |
Monthly Dividends
The table displays the monthly dividend distributions for Great-West Lifetime 2050 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 | $0.39 | $0.00 | $0.00 | $0.28 | $0.66 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.38 | $0.83 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.28 | $0.61 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.67 | $0.00 | $0.00 | $0.32 | $1.05 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.48 | $0.00 | $0.00 | $0.92 | $1.45 |
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 2050 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 2050 Fund was 31.88%, occurring on Mar 20, 2020. Recovery took 115 trading sessions.
The current Great-West Lifetime 2050 Fund drawdown is 8.80%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -31.88% | Feb 13, 2020 | 26 | Mar 20, 2020 | 115 | Sep 2, 2020 | 141 |
| -29.68% | Dec 31, 2021 | 197 | Oct 12, 2022 | 436 | Jul 10, 2024 | 633 |
| -17.12% | Jan 30, 2018 | 227 | Dec 21, 2018 | 146 | Jul 24, 2019 | 373 |
| -14.76% | Feb 19, 2025 | 35 | Apr 8, 2025 | 28 | May 19, 2025 | 63 |
| -8.8% | Feb 26, 2026 | 23 | Mar 30, 2026 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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