MXBSX vs. LTIUX
Compare and contrast key facts about Great-West Lifetime 2050 Fund (MXBSX) and Principal LifeTime 2035 Fund (LTIUX).
MXBSX is managed by Great-West. It was launched on Apr 27, 2016. LTIUX is managed by Principal. It was launched on Feb 28, 2008.
Performance
MXBSX vs. LTIUX - Performance Comparison
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MXBSX vs. LTIUX - 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% |
LTIUX Principal LifeTime 2035 Fund | -1.66% | 14.26% | 14.13% | 16.51% | -17.48% | 14.07% | 15.70% | 23.48% | -7.37% | 19.69% |
Returns By Period
In the year-to-date period, MXBSX achieves a -1.35% return, which is significantly higher than LTIUX's -1.66% return.
MXBSX
- 1D
- 2.56%
- 1M
- -5.69%
- YTD
- -1.35%
- 6M
- 0.88%
- 1Y
- 16.01%
- 3Y*
- 12.88%
- 5Y*
- 6.89%
- 10Y*
- —
LTIUX
- 1D
- 2.11%
- 1M
- -3.97%
- YTD
- -1.66%
- 6M
- -0.15%
- 1Y
- 11.84%
- 3Y*
- 12.40%
- 5Y*
- 6.02%
- 10Y*
- 8.91%
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MXBSX vs. LTIUX - Expense Ratio Comparison
MXBSX has a 0.12% expense ratio, which is higher than LTIUX's 0.01% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
MXBSX vs. LTIUX — Risk / Return Rank
MXBSX
LTIUX
MXBSX vs. LTIUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West Lifetime 2050 Fund (MXBSX) and Principal LifeTime 2035 Fund (LTIUX). 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 | LTIUX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 1.08 | -0.06 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.61 | -0.10 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.23 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.45 | 1.46 | 0.00 |
Martin ratioReturn relative to average drawdown | 6.47 | 6.81 | -0.34 |
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 | LTIUX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.08 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.51 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.72 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.45 | +0.12 |
Correlation
The correlation between MXBSX and LTIUX is 0.82, 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
MXBSX vs. LTIUX - Dividend Comparison
MXBSX's dividend yield for the trailing twelve months is around 5.34%, less than LTIUX's 9.18% 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% |
LTIUX Principal LifeTime 2035 Fund | 9.18% | 9.03% | 9.46% | 4.17% | 7.50% | 7.06% | 5.35% | 7.28% | 7.75% | 5.46% | 4.28% | 5.59% |
Drawdowns
MXBSX vs. LTIUX - Drawdown Comparison
The maximum MXBSX drawdown since its inception was -31.88%, smaller than the maximum LTIUX drawdown of -49.65%. Use the drawdown chart below to compare losses from any high point for MXBSX and LTIUX.
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Drawdown Indicators
| MXBSX | LTIUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.88% | -49.65% | +17.77% |
Max Drawdown (1Y)Largest decline over 1 year | -11.16% | -8.44% | -2.72% |
Max Drawdown (5Y)Largest decline over 5 years | -29.68% | -24.23% | -5.45% |
Max Drawdown (10Y)Largest decline over 10 years | — | -28.12% | — |
Current DrawdownCurrent decline from peak | -6.47% | -4.60% | -1.87% |
Average DrawdownAverage peak-to-trough decline | -6.02% | -6.76% | +0.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 1.80% | +0.71% |
Volatility
MXBSX vs. LTIUX - Volatility Comparison
Great-West Lifetime 2050 Fund (MXBSX) has a higher volatility of 5.49% compared to Principal LifeTime 2035 Fund (LTIUX) at 4.44%. This indicates that MXBSX's price experiences larger fluctuations and is considered to be riskier than LTIUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXBSX | LTIUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.49% | 4.44% | +1.05% |
Volatility (6M)Calculated over the trailing 6-month period | 9.19% | 6.70% | +2.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.96% | 11.29% | +4.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.87% | 11.83% | +4.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.38% | 12.47% | +3.91% |