MXBIX vs. VCORX

In the year-to-date period, MXBIX achieves a 2.23% return, which is significantly lower than VCORX's 2.39% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

MXBIX has a 0.50% expense ratio, which is higher than VCORX's 0.20% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Great-West Bond Index Fund (MXBIX) and Vanguard Core Bond Fund Investor Shares (VCORX). 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.

The current MXBIX Sharpe Ratio is 1.04, which is comparable to the VCORX Sharpe Ratio of 1.14. The chart below compares the historical Sharpe Ratios of MXBIX and VCORX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MXBIX's dividend yield for the trailing twelve months is around 2.37%, less than VCORX's 4.27% yield.

The maximum MXBIX drawdown since its inception was -19.74%, roughly equal to the maximum VCORX drawdown of -19.06%. Use the drawdown chart below to compare losses from any high point for MXBIX and VCORX.

Great-West Bond Index Fund (MXBIX) and Vanguard Core Bond Fund Investor Shares (VCORX) have volatilities of 1.36% and 1.41%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.