MXBPX vs. TIBIX
Compare and contrast key facts about Great-West Moderately Aggressive Profile Fund (MXBPX) and Thornburg Investment Income Builder Fund Class I (TIBIX).
MXBPX is managed by Great-West. It was launched on Sep 15, 1999. TIBIX is an actively managed fund by Thornburg. It was launched on Dec 24, 2002.
Performance
MXBPX vs. TIBIX - Performance Comparison
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MXBPX vs. TIBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXBPX Great-West Moderately Aggressive Profile Fund | -0.27% | 13.78% | 9.00% | 13.96% | -13.04% | 14.39% | 11.44% | 20.91% | -8.67% | 13.52% |
TIBIX Thornburg Investment Income Builder Fund Class I | 9.82% | 37.01% | 13.48% | 18.28% | -7.69% | 20.36% | -0.40% | 18.01% | -4.31% | 15.23% |
Returns By Period
In the year-to-date period, MXBPX achieves a -0.27% return, which is significantly lower than TIBIX's 9.82% return. Over the past 10 years, MXBPX has underperformed TIBIX with an annualized return of 6.91%, while TIBIX has yielded a comparatively higher 12.18% annualized return.
MXBPX
- 1D
- 1.92%
- 1M
- -4.74%
- YTD
- -0.27%
- 6M
- 1.69%
- 1Y
- 12.35%
- 3Y*
- 10.62%
- 5Y*
- 5.80%
- 10Y*
- 6.91%
TIBIX
- 1D
- 1.69%
- 1M
- -2.43%
- YTD
- 9.82%
- 6M
- 16.92%
- 1Y
- 38.14%
- 3Y*
- 24.21%
- 5Y*
- 15.48%
- 10Y*
- 12.18%
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MXBPX vs. TIBIX - Expense Ratio Comparison
MXBPX has a 0.42% expense ratio, which is lower than TIBIX's 0.93% expense ratio.
Return for Risk
MXBPX vs. TIBIX — Risk / Return Rank
MXBPX
TIBIX
MXBPX vs. TIBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West Moderately Aggressive Profile Fund (MXBPX) and Thornburg Investment Income Builder Fund Class I (TIBIX). 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 | TIBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 3.57 | -2.64 |
Sortino ratioReturn per unit of downside risk | 1.36 | 4.54 | -3.18 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.79 | -0.58 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 4.43 | -3.08 |
Martin ratioReturn relative to average drawdown | 5.32 | 21.79 | -16.46 |
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 | TIBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 3.57 | -2.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 1.40 | -0.97 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.91 | -0.40 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.11 | 0.75 | -0.64 |
Correlation
The correlation between MXBPX and TIBIX is 0.78, 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. TIBIX - Dividend Comparison
MXBPX's dividend yield for the trailing twelve months is around 5.94%, more than TIBIX's 5.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXBPX Great-West Moderately Aggressive Profile Fund | 5.94% | 5.92% | 6.18% | 5.45% | 9.89% | 9.76% | 8.52% | 11.28% | 12.07% | 4.47% | 0.00% | 0.00% |
TIBIX Thornburg Investment Income Builder Fund Class I | 5.40% | 5.83% | 5.67% | 4.89% | 5.89% | 5.33% | 4.31% | 4.46% | 4.77% | 4.52% | 4.14% | 4.66% |
Drawdowns
MXBPX vs. TIBIX - Drawdown Comparison
The maximum MXBPX drawdown since its inception was -55.80%, which is greater than TIBIX's maximum drawdown of -48.88%. Use the drawdown chart below to compare losses from any high point for MXBPX and TIBIX.
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Drawdown Indicators
| MXBPX | TIBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.80% | -48.88% | -6.92% |
Max Drawdown (1Y)Largest decline over 1 year | -9.21% | -8.58% | -0.63% |
Max Drawdown (5Y)Largest decline over 5 years | -25.51% | -20.79% | -4.72% |
Max Drawdown (10Y)Largest decline over 10 years | -28.63% | -34.85% | +6.22% |
Current DrawdownCurrent decline from peak | -5.34% | -3.47% | -1.87% |
Average DrawdownAverage peak-to-trough decline | -21.11% | -6.00% | -15.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.35% | 1.75% | +0.60% |
Volatility
MXBPX vs. TIBIX - Volatility Comparison
Great-West Moderately Aggressive Profile Fund (MXBPX) has a higher volatility of 4.26% compared to Thornburg Investment Income Builder Fund Class I (TIBIX) at 3.68%. This indicates that MXBPX's price experiences larger fluctuations and is considered to be riskier than TIBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXBPX | TIBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.26% | 3.68% | +0.58% |
Volatility (6M)Calculated over the trailing 6-month period | 8.20% | 6.57% | +1.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.60% | 10.83% | +2.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.42% | 11.11% | +2.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.67% | 13.48% | +0.19% |