MXBIX vs. MXXLX
Compare and contrast key facts about Great-West Bond Index Fund (MXBIX) and Great-West Lifetime 2055 Fund (MXXLX).
MXBIX is managed by Great-West. It was launched on Dec 1, 1992. MXXLX is managed by Great-West. It was launched on Apr 30, 2009.
Performance
MXBIX vs. MXXLX - Performance Comparison
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MXBIX vs. MXXLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXBIX Great-West Bond Index Fund | -0.08% | 6.62% | 0.82% | 5.02% | -13.69% | -2.33% | 7.10% | 8.09% | -0.26% | 2.56% |
MXXLX Great-West Lifetime 2055 Fund | -1.40% | 17.54% | 10.65% | 17.25% | -17.19% | 16.12% | 13.57% | 25.75% | -13.05% | 21.19% |
Returns By Period
In the year-to-date period, MXBIX achieves a -0.08% return, which is significantly higher than MXXLX's -1.40% return. Over the past 10 years, MXBIX has underperformed MXXLX with an annualized return of 1.02%, while MXXLX has yielded a comparatively higher 8.61% annualized return.
MXBIX
- 1D
- 0.15%
- 1M
- -1.44%
- YTD
- -0.08%
- 6M
- 0.53%
- 1Y
- 3.49%
- 3Y*
- 3.11%
- 5Y*
- -0.30%
- 10Y*
- 1.02%
MXXLX
- 1D
- 2.70%
- 1M
- -5.81%
- YTD
- -1.40%
- 6M
- 0.73%
- 1Y
- 15.89%
- 3Y*
- 12.50%
- 5Y*
- 6.40%
- 10Y*
- 8.61%
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MXBIX vs. MXXLX - Expense Ratio Comparison
MXBIX has a 0.50% expense ratio, which is lower than MXXLX's 0.57% expense ratio.
Return for Risk
MXBIX vs. MXXLX — Risk / Return Rank
MXBIX
MXXLX
MXBIX vs. MXXLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West Bond Index Fund (MXBIX) and Great-West Lifetime 2055 Fund (MXXLX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| MXBIX | MXXLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 1.02 | -0.10 |
Sortino ratioReturn per unit of downside risk | 1.34 | 1.51 | -0.17 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.22 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.55 | 1.42 | +0.13 |
Martin ratioReturn relative to average drawdown | 4.48 | 6.39 | -1.91 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MXBIX | MXXLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 1.02 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.05 | 0.41 | -0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.21 | 0.53 | -0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.09 | 0.44 | -0.35 |
Correlation
The correlation between MXBIX and MXXLX is -0.12. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
MXBIX vs. MXXLX - Dividend Comparison
MXBIX's dividend yield for the trailing twelve months is around 2.78%, less than MXXLX's 3.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXBIX Great-West Bond Index Fund | 2.78% | 2.78% | 2.42% | 1.98% | 1.32% | 1.51% | 2.83% | 1.06% | 1.33% | 0.70% |
MXXLX Great-West Lifetime 2055 Fund | 3.02% | 2.97% | 4.27% | 3.42% | 7.87% | 8.92% | 5.05% | 9.47% | 10.16% | 2.95% |
Drawdowns
MXBIX vs. MXXLX - Drawdown Comparison
The maximum MXBIX drawdown since its inception was -19.74%, smaller than the maximum MXXLX drawdown of -33.59%. Use the drawdown chart below to compare losses from any high point for MXBIX and MXXLX.
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Drawdown Indicators
| MXBIX | MXXLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.74% | -33.59% | +13.85% |
Max Drawdown (1Y)Largest decline over 1 year | -2.77% | -11.36% | +8.59% |
Max Drawdown (5Y)Largest decline over 5 years | -18.70% | -28.94% | +10.24% |
Max Drawdown (10Y)Largest decline over 10 years | -19.74% | -33.59% | +13.85% |
Current DrawdownCurrent decline from peak | -5.63% | -6.66% | +1.03% |
Average DrawdownAverage peak-to-trough decline | -5.88% | -7.09% | +1.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.96% | 2.53% | -1.57% |
Volatility
MXBIX vs. MXXLX - Volatility Comparison
The current volatility for Great-West Bond Index Fund (MXBIX) is 1.54%, while Great-West Lifetime 2055 Fund (MXXLX) has a volatility of 5.71%. This indicates that MXBIX experiences smaller price fluctuations and is considered to be less risky than MXXLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXBIX | MXXLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.54% | 5.71% | -4.17% |
Volatility (6M)Calculated over the trailing 6-month period | 2.50% | 9.11% | -6.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.43% | 15.85% | -11.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.02% | 15.57% | -9.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.92% | 16.41% | -11.49% |