MXBSX vs. MXISX
Compare and contrast key facts about Great-West Lifetime 2050 Fund (MXBSX) and Great-West S&P Small Cap 600 Index Fund (MXISX).
MXBSX is managed by Great-West. It was launched on Apr 27, 2016. MXISX is managed by Great-West. It was launched on Dec 1, 1993.
Performance
MXBSX vs. MXISX - Performance Comparison
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MXBSX vs. MXISX - 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% |
MXISX Great-West S&P Small Cap 600 Index Fund | 3.41% | 5.53% | 7.87% | 14.61% | -16.60% | 26.08% | 10.73% | 21.46% | -9.22% | 11.80% |
Returns By Period
In the year-to-date period, MXBSX achieves a -1.35% return, which is significantly lower than MXISX's 3.41% return.
MXBSX
- 1D
- 2.56%
- 1M
- -5.69%
- YTD
- -1.35%
- 6M
- 0.88%
- 1Y
- 16.01%
- 3Y*
- 12.88%
- 5Y*
- 6.89%
- 10Y*
- —
MXISX
- 1D
- 2.85%
- 1M
- -4.71%
- YTD
- 3.41%
- 6M
- 4.73%
- 1Y
- 19.70%
- 3Y*
- 9.60%
- 5Y*
- 3.72%
- 10Y*
- 8.96%
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MXBSX vs. MXISX - Expense Ratio Comparison
MXBSX has a 0.12% expense ratio, which is lower than MXISX's 0.56% expense ratio.
Return for Risk
MXBSX vs. MXISX — Risk / Return Rank
MXBSX
MXISX
MXBSX vs. MXISX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West Lifetime 2050 Fund (MXBSX) and Great-West S&P Small Cap 600 Index Fund (MXISX). 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 | MXISX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 0.88 | +0.15 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.37 | +0.14 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.19 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.45 | 1.20 | +0.25 |
Martin ratioReturn relative to average drawdown | 6.47 | 4.94 | +1.53 |
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 | MXISX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 0.88 | +0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.17 | +0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.38 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.19 | +0.39 |
Correlation
The correlation between MXBSX and MXISX is 0.70, 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. MXISX - Dividend Comparison
MXBSX's dividend yield for the trailing twelve months is around 5.34%, less than MXISX's 7.20% 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% |
MXISX Great-West S&P Small Cap 600 Index Fund | 7.20% | 7.45% | 4.53% | 2.41% | 6.55% | 10.79% | 6.55% | 6.71% | 14.30% | 8.68% | 4.94% | 10.96% |
Drawdowns
MXBSX vs. MXISX - Drawdown Comparison
The maximum MXBSX drawdown since its inception was -31.88%, smaller than the maximum MXISX drawdown of -70.66%. Use the drawdown chart below to compare losses from any high point for MXBSX and MXISX.
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Drawdown Indicators
| MXBSX | MXISX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.88% | -70.66% | +38.78% |
Max Drawdown (1Y)Largest decline over 1 year | -11.16% | -14.88% | +3.72% |
Max Drawdown (5Y)Largest decline over 5 years | -29.68% | -28.07% | -1.61% |
Max Drawdown (10Y)Largest decline over 10 years | — | -44.78% | — |
Current DrawdownCurrent decline from peak | -6.47% | -5.79% | -0.68% |
Average DrawdownAverage peak-to-trough decline | -6.02% | -21.97% | +15.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 3.95% | -1.44% |
Volatility
MXBSX vs. MXISX - Volatility Comparison
The current volatility for Great-West Lifetime 2050 Fund (MXBSX) is 5.49%, while Great-West S&P Small Cap 600 Index Fund (MXISX) has a volatility of 6.28%. This indicates that MXBSX experiences smaller price fluctuations and is considered to be less risky than MXISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXBSX | MXISX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.49% | 6.28% | -0.79% |
Volatility (6M)Calculated over the trailing 6-month period | 9.19% | 13.02% | -3.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.96% | 24.24% | -8.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.87% | 21.86% | -5.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.38% | 23.84% | -7.46% |