MXBSX vs. FIKFX
Compare and contrast key facts about Great-West Lifetime 2050 Fund (MXBSX) and Fidelity Freedom Index Income Fund Investor Class (FIKFX).
MXBSX is managed by Great-West. It was launched on Apr 27, 2016. FIKFX is managed by Fidelity. It was launched on Oct 2, 2009.
Performance
MXBSX vs. FIKFX - Performance Comparison
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MXBSX vs. FIKFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXBSX Great-West Lifetime 2050 Fund | -1.35% | 17.70% | 11.16% | 17.79% | -16.61% | 16.82% | 13.96% | 26.31% | -10.30% | 20.41% |
FIKFX Fidelity Freedom Index Income Fund Investor Class | -0.05% | 9.23% | 4.96% | 8.28% | -11.09% | 2.79% | 8.54% | 10.59% | -0.76% | 6.66% |
Returns By Period
In the year-to-date period, MXBSX achieves a -1.35% return, which is significantly lower than FIKFX's -0.05% return.
MXBSX
- 1D
- 2.56%
- 1M
- -5.69%
- YTD
- -1.35%
- 6M
- 0.88%
- 1Y
- 16.01%
- 3Y*
- 12.88%
- 5Y*
- 6.89%
- 10Y*
- —
FIKFX
- 1D
- 0.74%
- 1M
- -1.99%
- YTD
- -0.05%
- 6M
- 1.03%
- 1Y
- 6.95%
- 3Y*
- 6.20%
- 5Y*
- 2.67%
- 10Y*
- 3.93%
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MXBSX vs. FIKFX - Expense Ratio Comparison
Both MXBSX and FIKFX have an expense ratio of 0.12%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
MXBSX vs. FIKFX — Risk / Return Rank
MXBSX
FIKFX
MXBSX vs. FIKFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West Lifetime 2050 Fund (MXBSX) and Fidelity Freedom Index Income Fund Investor Class (FIKFX). 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.
| MXBSX | FIKFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 1.63 | -0.61 |
Sortino ratioReturn per unit of downside risk | 1.51 | 2.30 | -0.79 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.32 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.45 | 2.20 | -0.74 |
Martin ratioReturn relative to average drawdown | 6.47 | 9.11 | -2.64 |
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
| MXBSX | FIKFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.63 | -0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.53 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.90 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.96 | -0.38 |
Correlation
The correlation between MXBSX and FIKFX is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
MXBSX vs. FIKFX - Dividend Comparison
MXBSX's dividend yield for the trailing twelve months is around 5.34%, more than FIKFX's 3.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXBSX Great-West Lifetime 2050 Fund | 5.34% | 5.27% | 7.38% | 5.63% | 10.66% | 11.14% | 6.57% | 9.46% | 8.18% | 3.54% | 0.00% | 0.00% |
FIKFX Fidelity Freedom Index Income Fund Investor Class | 3.41% | 3.40% | 3.13% | 2.85% | 3.06% | 2.04% | 2.18% | 7.27% | 2.94% | 1.89% | 1.65% | 1.39% |
Drawdowns
MXBSX vs. FIKFX - Drawdown Comparison
The maximum MXBSX drawdown since its inception was -31.88%, which is greater than FIKFX's maximum drawdown of -15.03%. Use the drawdown chart below to compare losses from any high point for MXBSX and FIKFX.
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Drawdown Indicators
| MXBSX | FIKFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.88% | -15.03% | -16.85% |
Max Drawdown (1Y)Largest decline over 1 year | -11.16% | -3.32% | -7.84% |
Max Drawdown (5Y)Largest decline over 5 years | -29.68% | -15.03% | -14.65% |
Max Drawdown (10Y)Largest decline over 10 years | — | -15.03% | — |
Current DrawdownCurrent decline from peak | -6.47% | -2.37% | -4.10% |
Average DrawdownAverage peak-to-trough decline | -6.02% | -1.74% | -4.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 0.80% | +1.71% |
Volatility
MXBSX vs. FIKFX - Volatility Comparison
Great-West Lifetime 2050 Fund (MXBSX) has a higher volatility of 5.49% compared to Fidelity Freedom Index Income Fund Investor Class (FIKFX) at 2.05%. This indicates that MXBSX's price experiences larger fluctuations and is considered to be riskier than FIKFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXBSX | FIKFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.49% | 2.05% | +3.44% |
Volatility (6M)Calculated over the trailing 6-month period | 9.19% | 2.85% | +6.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.96% | 4.39% | +11.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.87% | 5.07% | +10.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.38% | 4.40% | +11.98% |