MXBPX vs. CONWX
Compare and contrast key facts about Great-West Moderately Aggressive Profile Fund (MXBPX) and Concorde Wealth Management Fund (CONWX).
MXBPX is managed by Great-West. It was launched on Sep 15, 1999. CONWX is managed by BlackRock. It was launched on Dec 3, 1987.
Performance
MXBPX vs. CONWX - Performance Comparison
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MXBPX vs. CONWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXBPX Great-West Moderately Aggressive Profile Fund | -2.14% | 13.78% | 9.00% | 13.96% | -13.04% | 14.39% | 11.44% | 20.91% | -8.67% | 13.52% |
CONWX Concorde Wealth Management Fund | 8.18% | 11.95% | 13.58% | 0.20% | -2.51% | 19.73% | 8.76% | 16.84% | -1.95% | 7.17% |
Returns By Period
In the year-to-date period, MXBPX achieves a -2.14% return, which is significantly lower than CONWX's 8.18% return. Over the past 10 years, MXBPX has underperformed CONWX with an annualized return of 6.71%, while CONWX has yielded a comparatively higher 8.62% annualized return.
MXBPX
- 1D
- -0.14%
- 1M
- -6.89%
- YTD
- -2.14%
- 6M
- 0.04%
- 1Y
- 10.39%
- 3Y*
- 9.92%
- 5Y*
- 5.40%
- 10Y*
- 6.71%
CONWX
- 1D
- -0.62%
- 1M
- -1.70%
- YTD
- 8.18%
- 6M
- 11.51%
- 1Y
- 17.28%
- 3Y*
- 12.45%
- 5Y*
- 7.53%
- 10Y*
- 8.62%
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MXBPX vs. CONWX - Expense Ratio Comparison
MXBPX has a 0.42% expense ratio, which is lower than CONWX's 1.41% expense ratio.
Return for Risk
MXBPX vs. CONWX — Risk / Return Rank
MXBPX
CONWX
MXBPX vs. CONWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West Moderately Aggressive Profile Fund (MXBPX) and Concorde Wealth Management Fund (CONWX). 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.
| MXBPX | CONWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 1.70 | -0.93 |
Sortino ratioReturn per unit of downside risk | 1.16 | 2.36 | -1.21 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.37 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 1.01 | 1.99 | -0.98 |
Martin ratioReturn relative to average drawdown | 4.00 | 11.30 | -7.30 |
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
| MXBPX | CONWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 1.70 | -0.93 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.74 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.78 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.10 | 0.78 | -0.68 |
Correlation
The correlation between MXBPX and CONWX is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
MXBPX vs. CONWX - Dividend Comparison
MXBPX's dividend yield for the trailing twelve months is around 6.05%, more than CONWX's 3.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXBPX Great-West Moderately Aggressive Profile Fund | 6.05% | 5.92% | 6.18% | 5.45% | 9.89% | 9.76% | 8.52% | 11.28% | 12.07% | 4.47% |
CONWX Concorde Wealth Management Fund | 3.41% | 3.69% | 10.55% | 2.16% | 7.85% | 3.63% | 3.86% | 2.16% | 5.09% | 2.48% |
Drawdowns
MXBPX vs. CONWX - Drawdown Comparison
The maximum MXBPX drawdown since its inception was -55.80%, which is greater than CONWX's maximum drawdown of -26.09%. Use the drawdown chart below to compare losses from any high point for MXBPX and CONWX.
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Drawdown Indicators
| MXBPX | CONWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.80% | -26.09% | -29.71% |
Max Drawdown (1Y)Largest decline over 1 year | -9.21% | -8.60% | -0.61% |
Max Drawdown (5Y)Largest decline over 5 years | -25.51% | -12.49% | -13.02% |
Max Drawdown (10Y)Largest decline over 10 years | -28.63% | -26.09% | -2.54% |
Current DrawdownCurrent decline from peak | -7.12% | -2.03% | -5.09% |
Average DrawdownAverage peak-to-trough decline | -21.11% | -2.78% | -18.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.32% | 1.52% | +0.80% |
Volatility
MXBPX vs. CONWX - Volatility Comparison
Great-West Moderately Aggressive Profile Fund (MXBPX) has a higher volatility of 3.62% compared to Concorde Wealth Management Fund (CONWX) at 2.12%. This indicates that MXBPX's price experiences larger fluctuations and is considered to be riskier than CONWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXBPX | CONWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.62% | 2.12% | +1.50% |
Volatility (6M)Calculated over the trailing 6-month period | 7.97% | 5.43% | +2.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.50% | 10.70% | +2.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.39% | 10.26% | +3.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.65% | 11.15% | +2.50% |