MXBPX vs. CSTAX
Compare and contrast key facts about Great-West Moderately Aggressive Profile Fund (MXBPX) and American Funds College 2027 Fund (CSTAX).
MXBPX is managed by Great-West. It was launched on Sep 15, 1999. CSTAX is managed by American Funds. It was launched on Sep 13, 2012.
Performance
MXBPX vs. CSTAX - Performance Comparison
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MXBPX vs. CSTAX - 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% |
CSTAX American Funds College 2027 Fund | -0.65% | 9.00% | 5.57% | 6.57% | -9.87% | 6.52% | 7.66% | 13.35% | -2.23% | 11.77% |
Returns By Period
In the year-to-date period, MXBPX achieves a -2.14% return, which is significantly lower than CSTAX's -0.65% return. Over the past 10 years, MXBPX has outperformed CSTAX with an annualized return of 6.71%, while CSTAX has yielded a comparatively lower 4.97% 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%
CSTAX
- 1D
- 0.25%
- 1M
- -2.48%
- YTD
- -0.65%
- 6M
- 0.73%
- 1Y
- 5.79%
- 3Y*
- 5.94%
- 5Y*
- 2.92%
- 10Y*
- 4.97%
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MXBPX vs. CSTAX - Expense Ratio Comparison
MXBPX has a 0.42% expense ratio, which is higher than CSTAX's 0.41% expense ratio.
Return for Risk
MXBPX vs. CSTAX — Risk / Return Rank
MXBPX
CSTAX
MXBPX vs. CSTAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West Moderately Aggressive Profile Fund (MXBPX) and American Funds College 2027 Fund (CSTAX). 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 | CSTAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 1.73 | -0.95 |
Sortino ratioReturn per unit of downside risk | 1.16 | 2.47 | -1.32 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.35 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 1.01 | 2.23 | -1.22 |
Martin ratioReturn relative to average drawdown | 4.00 | 9.16 | -5.16 |
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 | CSTAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 1.73 | -0.95 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.57 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.86 | -0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.10 | 0.86 | -0.76 |
Correlation
The correlation between MXBPX and CSTAX is 0.73, 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. CSTAX - Dividend Comparison
MXBPX's dividend yield for the trailing twelve months is around 6.05%, more than CSTAX's 5.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% |
CSTAX American Funds College 2027 Fund | 5.30% | 5.26% | 3.78% | 3.17% | 3.40% | 7.52% | 5.72% | 4.00% | 4.78% | 3.90% | 4.34% | 4.49% |
Drawdowns
MXBPX vs. CSTAX - Drawdown Comparison
The maximum MXBPX drawdown since its inception was -55.80%, which is greater than CSTAX's maximum drawdown of -14.52%. Use the drawdown chart below to compare losses from any high point for MXBPX and CSTAX.
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Drawdown Indicators
| MXBPX | CSTAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.80% | -14.52% | -41.28% |
Max Drawdown (1Y)Largest decline over 1 year | -9.21% | -2.72% | -6.49% |
Max Drawdown (5Y)Largest decline over 5 years | -25.51% | -14.52% | -10.99% |
Max Drawdown (10Y)Largest decline over 10 years | -28.63% | -14.52% | -14.11% |
Current DrawdownCurrent decline from peak | -7.12% | -2.48% | -4.64% |
Average DrawdownAverage peak-to-trough decline | -21.11% | -2.37% | -18.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.32% | 0.66% | +1.66% |
Volatility
MXBPX vs. CSTAX - Volatility Comparison
Great-West Moderately Aggressive Profile Fund (MXBPX) has a higher volatility of 3.62% compared to American Funds College 2027 Fund (CSTAX) at 1.32%. This indicates that MXBPX's price experiences larger fluctuations and is considered to be riskier than CSTAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXBPX | CSTAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.62% | 1.32% | +2.30% |
Volatility (6M)Calculated over the trailing 6-month period | 7.97% | 2.05% | +5.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.50% | 3.47% | +10.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.39% | 5.16% | +8.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.65% | 5.82% | +7.83% |