MXBSX vs. MXLGX
Compare and contrast key facts about Great-West Lifetime 2050 Fund (MXBSX) and Great-West Large Cap Growth Fund (MXLGX).
MXBSX is managed by Great-West. It was launched on Apr 27, 2016. MXLGX is managed by Great-West. It was launched on May 21, 2003.
Performance
MXBSX vs. MXLGX - Performance Comparison
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MXBSX vs. MXLGX - 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% |
MXLGX Great-West Large Cap Growth Fund | -8.64% | 13.93% | 25.30% | 33.43% | -34.08% | 41.30% | 40.72% | 36.20% | -0.47% | 28.82% |
Returns By Period
In the year-to-date period, MXBSX achieves a -1.35% return, which is significantly higher than MXLGX's -8.64% return.
MXBSX
- 1D
- 2.56%
- 1M
- -5.69%
- YTD
- -1.35%
- 6M
- 0.88%
- 1Y
- 16.01%
- 3Y*
- 12.88%
- 5Y*
- 6.89%
- 10Y*
- —
MXLGX
- 1D
- 3.14%
- 1M
- -4.90%
- YTD
- -8.64%
- 6M
- -9.01%
- 1Y
- 10.97%
- 3Y*
- 16.96%
- 5Y*
- 9.76%
- 10Y*
- 14.58%
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MXBSX vs. MXLGX - Expense Ratio Comparison
MXBSX has a 0.12% expense ratio, which is lower than MXLGX's 1.00% expense ratio.
Return for Risk
MXBSX vs. MXLGX — Risk / Return Rank
MXBSX
MXLGX
MXBSX vs. MXLGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West Lifetime 2050 Fund (MXBSX) and Great-West Large Cap Growth Fund (MXLGX). 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 | MXLGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 0.56 | +0.46 |
Sortino ratioReturn per unit of downside risk | 1.51 | 0.99 | +0.52 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.14 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.45 | 0.75 | +0.70 |
Martin ratioReturn relative to average drawdown | 6.47 | 2.29 | +4.18 |
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 | MXLGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 0.56 | +0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.45 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.63 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.23 | +0.34 |
Correlation
The correlation between MXBSX and MXLGX is 0.69, 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. MXLGX - Dividend Comparison
MXBSX's dividend yield for the trailing twelve months is around 5.34%, less than MXLGX's 14.12% 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% |
MXLGX Great-West Large Cap Growth Fund | 14.12% | 12.90% | 9.72% | 2.95% | 9.29% | 21.33% | 30.57% | 17.96% | 25.47% | 5.25% |
Drawdowns
MXBSX vs. MXLGX - Drawdown Comparison
The maximum MXBSX drawdown since its inception was -31.88%, smaller than the maximum MXLGX drawdown of -62.98%. Use the drawdown chart below to compare losses from any high point for MXBSX and MXLGX.
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Drawdown Indicators
| MXBSX | MXLGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.88% | -62.98% | +31.10% |
Max Drawdown (1Y)Largest decline over 1 year | -11.16% | -14.95% | +3.79% |
Max Drawdown (5Y)Largest decline over 5 years | -29.68% | -38.07% | +8.39% |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.07% | — |
Current DrawdownCurrent decline from peak | -6.47% | -12.28% | +5.81% |
Average DrawdownAverage peak-to-trough decline | -6.02% | -25.98% | +19.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 4.89% | -2.38% |
Volatility
MXBSX vs. MXLGX - Volatility Comparison
The current volatility for Great-West Lifetime 2050 Fund (MXBSX) is 5.49%, while Great-West Large Cap Growth Fund (MXLGX) has a volatility of 6.00%. This indicates that MXBSX experiences smaller price fluctuations and is considered to be less risky than MXLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXBSX | MXLGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.49% | 6.00% | -0.51% |
Volatility (6M)Calculated over the trailing 6-month period | 9.19% | 11.40% | -2.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.96% | 21.59% | -5.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.87% | 21.88% | -6.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.38% | 23.42% | -7.04% |