MXBSX vs. MXVIX
Compare and contrast key facts about Great-West Lifetime 2050 Fund (MXBSX) and Great-West S&P 500 Index Fund (MXVIX).
MXBSX is managed by Great-West. It was launched on Apr 27, 2016. MXVIX is managed by Great-West. It was launched on Sep 8, 2003.
Performance
MXBSX vs. MXVIX - Performance Comparison
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MXBSX vs. MXVIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXBSX Great-West Lifetime 2050 Fund | -3.81% | 17.70% | 11.16% | 17.79% | -16.61% | 16.82% | 13.96% | 26.31% | -10.30% | 20.41% |
MXVIX Great-West S&P 500 Index Fund | -7.14% | 17.30% | 24.31% | 25.57% | -18.56% | 29.04% | 16.96% | 30.84% | -5.32% | 21.05% |
Returns By Period
In the year-to-date period, MXBSX achieves a -3.81% return, which is significantly higher than MXVIX's -7.14% return.
MXBSX
- 1D
- -0.16%
- 1M
- -8.52%
- YTD
- -3.81%
- 6M
- -1.40%
- 1Y
- 13.32%
- 3Y*
- 11.93%
- 5Y*
- 6.37%
- 10Y*
- —
MXVIX
- 1D
- -0.39%
- 1M
- -7.71%
- YTD
- -7.14%
- 6M
- -4.80%
- 1Y
- 13.89%
- 3Y*
- 16.57%
- 5Y*
- 10.85%
- 10Y*
- 12.80%
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MXBSX vs. MXVIX - Expense Ratio Comparison
MXBSX has a 0.12% expense ratio, which is lower than MXVIX's 0.51% expense ratio.
Return for Risk
MXBSX vs. MXVIX — Risk / Return Rank
MXBSX
MXVIX
MXBSX vs. MXVIX - 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 500 Index Fund (MXVIX). 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 | MXVIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | 0.70 | +0.14 |
Sortino ratioReturn per unit of downside risk | 1.27 | 1.17 | +0.10 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.17 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 0.99 | +0.06 |
Martin ratioReturn relative to average drawdown | 4.74 | 4.71 | +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 | MXVIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 0.70 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.64 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.71 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.44 | +0.12 |
Correlation
The correlation between MXBSX and MXVIX is 0.76, 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. MXVIX - Dividend Comparison
MXBSX's dividend yield for the trailing twelve months is around 5.48%, more than MXVIX's 0.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXBSX Great-West Lifetime 2050 Fund | 5.48% | 5.27% | 7.38% | 5.63% | 10.66% | 11.14% | 6.57% | 9.46% | 8.18% | 3.54% |
MXVIX Great-West S&P 500 Index Fund | 0.41% | 0.38% | 0.95% | 5.22% | 1.25% | 4.97% | 8.27% | 5.11% | 10.56% | 2.06% |
Drawdowns
MXBSX vs. MXVIX - Drawdown Comparison
The maximum MXBSX drawdown since its inception was -31.88%, smaller than the maximum MXVIX drawdown of -58.12%. Use the drawdown chart below to compare losses from any high point for MXBSX and MXVIX.
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Drawdown Indicators
| MXBSX | MXVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.88% | -58.12% | +26.24% |
Max Drawdown (1Y)Largest decline over 1 year | -11.16% | -12.13% | +0.97% |
Max Drawdown (5Y)Largest decline over 5 years | -29.68% | -24.74% | -4.94% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.82% | — |
Current DrawdownCurrent decline from peak | -8.80% | -8.94% | +0.14% |
Average DrawdownAverage peak-to-trough decline | -6.02% | -8.74% | +2.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.47% | 2.90% | -0.43% |
Volatility
MXBSX vs. MXVIX - Volatility Comparison
Great-West Lifetime 2050 Fund (MXBSX) has a higher volatility of 4.63% compared to Great-West S&P 500 Index Fund (MXVIX) at 4.23%. This indicates that MXBSX's price experiences larger fluctuations and is considered to be riskier than MXVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXBSX | MXVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.63% | 4.23% | +0.40% |
Volatility (6M)Calculated over the trailing 6-month period | 8.83% | 9.07% | -0.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.80% | 19.21% | -3.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.83% | 17.17% | -1.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.37% | 18.18% | -1.81% |