MXBSX vs. MXBIX
Compare and contrast key facts about Great-West Lifetime 2050 Fund (MXBSX) and Great-West Bond Index Fund (MXBIX).
MXBSX is managed by Great-West. It was launched on Apr 27, 2016. MXBIX is managed by Great-West. It was launched on Dec 1, 1992.
Performance
MXBSX vs. MXBIX - Performance Comparison
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MXBSX vs. MXBIX - 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% |
MXBIX Great-West Bond Index Fund | -0.08% | 6.62% | 0.82% | 5.02% | -13.69% | -2.33% | 7.10% | 8.09% | -0.26% | 2.56% |
Returns By Period
In the year-to-date period, MXBSX achieves a -1.35% return, which is significantly lower than MXBIX's -0.08% return.
MXBSX
- 1D
- 2.56%
- 1M
- -5.69%
- YTD
- -1.35%
- 6M
- 0.88%
- 1Y
- 16.01%
- 3Y*
- 12.88%
- 5Y*
- 6.89%
- 10Y*
- —
MXBIX
- 1D
- 0.15%
- 1M
- -1.44%
- YTD
- -0.08%
- 6M
- 0.53%
- 1Y
- 3.49%
- 3Y*
- 3.11%
- 5Y*
- -0.30%
- 10Y*
- 1.02%
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MXBSX vs. MXBIX - Expense Ratio Comparison
MXBSX has a 0.12% expense ratio, which is lower than MXBIX's 0.50% expense ratio.
Return for Risk
MXBSX vs. MXBIX — Risk / Return Rank
MXBSX
MXBIX
MXBSX vs. MXBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West Lifetime 2050 Fund (MXBSX) and Great-West Bond Index Fund (MXBIX). 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 | MXBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 0.93 | +0.09 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.34 | +0.17 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.17 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.45 | 1.55 | -0.10 |
Martin ratioReturn relative to average drawdown | 6.47 | 4.48 | +1.99 |
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 | MXBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 0.93 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | -0.05 | +0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.21 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.09 | +0.49 |
Correlation
The correlation between MXBSX and MXBIX is 0.03, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
MXBSX vs. MXBIX - Dividend Comparison
MXBSX's dividend yield for the trailing twelve months is around 5.34%, more than MXBIX's 2.78% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
MXBIX Great-West Bond Index Fund | 2.78% | 2.78% | 2.42% | 1.98% | 1.32% | 1.51% | 2.83% | 1.06% | 1.33% | 0.70% |
Drawdowns
MXBSX vs. MXBIX - Drawdown Comparison
The maximum MXBSX drawdown since its inception was -31.88%, which is greater than MXBIX's maximum drawdown of -19.74%. Use the drawdown chart below to compare losses from any high point for MXBSX and MXBIX.
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Drawdown Indicators
| MXBSX | MXBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.88% | -19.74% | -12.14% |
Max Drawdown (1Y)Largest decline over 1 year | -11.16% | -2.77% | -8.39% |
Max Drawdown (5Y)Largest decline over 5 years | -29.68% | -18.70% | -10.98% |
Max Drawdown (10Y)Largest decline over 10 years | — | -19.74% | — |
Current DrawdownCurrent decline from peak | -6.47% | -5.63% | -0.84% |
Average DrawdownAverage peak-to-trough decline | -6.02% | -5.88% | -0.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 0.96% | +1.55% |
Volatility
MXBSX vs. MXBIX - Volatility Comparison
Great-West Lifetime 2050 Fund (MXBSX) has a higher volatility of 5.49% compared to Great-West Bond Index Fund (MXBIX) at 1.54%. This indicates that MXBSX's price experiences larger fluctuations and is considered to be riskier than MXBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXBSX | MXBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.49% | 1.54% | +3.95% |
Volatility (6M)Calculated over the trailing 6-month period | 9.19% | 2.50% | +6.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.96% | 4.43% | +11.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.87% | 6.02% | +9.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.38% | 4.92% | +11.46% |