MXBSX vs. MXINX
Compare and contrast key facts about Great-West Lifetime 2050 Fund (MXBSX) and Great-West International Index Fund (MXINX).
MXBSX is managed by Great-West. It was launched on Apr 27, 2016. MXINX is managed by Great-West. It was launched on Jan 13, 2011.
Performance
MXBSX vs. MXINX - Performance Comparison
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MXBSX vs. MXINX - 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% |
MXINX Great-West International Index Fund | 0.95% | 30.90% | 2.92% | 17.56% | -14.75% | 10.32% | 7.97% | 21.26% | -13.93% | 24.73% |
Returns By Period
In the year-to-date period, MXBSX achieves a -1.35% return, which is significantly lower than MXINX's 0.95% return.
MXBSX
- 1D
- 2.56%
- 1M
- -5.69%
- YTD
- -1.35%
- 6M
- 0.88%
- 1Y
- 16.01%
- 3Y*
- 12.88%
- 5Y*
- 6.89%
- 10Y*
- —
MXINX
- 1D
- 3.04%
- 1M
- -6.36%
- YTD
- 0.95%
- 6M
- 4.61%
- 1Y
- 22.32%
- 3Y*
- 13.84%
- 5Y*
- 7.89%
- 10Y*
- 8.09%
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MXBSX vs. MXINX - Expense Ratio Comparison
MXBSX has a 0.12% expense ratio, which is lower than MXINX's 0.65% expense ratio.
Return for Risk
MXBSX vs. MXINX — Risk / Return Rank
MXBSX
MXINX
MXBSX vs. MXINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West Lifetime 2050 Fund (MXBSX) and Great-West International Index Fund (MXINX). 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 | MXINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 1.32 | -0.30 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.86 | -0.34 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.27 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.45 | 1.56 | -0.10 |
Martin ratioReturn relative to average drawdown | 6.47 | 6.51 | -0.04 |
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 | MXINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.32 | -0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.48 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.48 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.29 | +0.29 |
Correlation
The correlation between MXBSX and MXINX is 0.74, 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. MXINX - Dividend Comparison
MXBSX's dividend yield for the trailing twelve months is around 5.34%, more than MXINX's 3.31% 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% |
MXINX Great-West International Index Fund | 3.31% | 3.34% | 2.20% | 4.38% | 1.80% | 5.73% | 2.45% | 2.64% | 3.55% | 2.63% |
Drawdowns
MXBSX vs. MXINX - Drawdown Comparison
The maximum MXBSX drawdown since its inception was -31.88%, smaller than the maximum MXINX drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for MXBSX and MXINX.
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Drawdown Indicators
| MXBSX | MXINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.88% | -34.59% | +2.71% |
Max Drawdown (1Y)Largest decline over 1 year | -11.16% | -11.43% | +0.27% |
Max Drawdown (5Y)Largest decline over 5 years | -29.68% | -29.75% | +0.07% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.59% | — |
Current DrawdownCurrent decline from peak | -6.47% | -8.19% | +1.72% |
Average DrawdownAverage peak-to-trough decline | -6.02% | -8.65% | +2.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 3.27% | -0.76% |
Volatility
MXBSX vs. MXINX - Volatility Comparison
The current volatility for Great-West Lifetime 2050 Fund (MXBSX) is 5.49%, while Great-West International Index Fund (MXINX) has a volatility of 7.84%. This indicates that MXBSX experiences smaller price fluctuations and is considered to be less risky than MXINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXBSX | MXINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.49% | 7.84% | -2.35% |
Volatility (6M)Calculated over the trailing 6-month period | 9.19% | 11.28% | -2.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.96% | 18.21% | -2.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.87% | 16.65% | -0.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.38% | 16.95% | -0.57% |