MXBSX vs. PADLX
Compare and contrast key facts about Great-West Lifetime 2050 Fund (MXBSX) and Putnam Retirement Advantage Maturity Fund (PADLX).
MXBSX is managed by Great-West. It was launched on Apr 27, 2016. PADLX is managed by Putnam. It was launched on Dec 30, 2019.
Performance
MXBSX vs. PADLX - Performance Comparison
Loading graphics...
MXBSX vs. PADLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
MXBSX Great-West Lifetime 2050 Fund | -1.35% | 17.70% | 11.16% | 17.79% | -16.61% | 16.82% | 13.28% |
PADLX Putnam Retirement Advantage Maturity Fund | -0.28% | 10.83% | 8.34% | 11.01% | -12.54% | 2.93% | 7.84% |
Returns By Period
In the year-to-date period, MXBSX achieves a -1.35% return, which is significantly lower than PADLX's -0.28% return.
MXBSX
- 1D
- 2.56%
- 1M
- -5.69%
- YTD
- -1.35%
- 6M
- 0.88%
- 1Y
- 16.01%
- 3Y*
- 12.88%
- 5Y*
- 6.89%
- 10Y*
- —
PADLX
- 1D
- 0.55%
- 1M
- -2.39%
- YTD
- -0.28%
- 6M
- 1.83%
- 1Y
- 9.84%
- 3Y*
- 8.76%
- 5Y*
- 3.42%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MXBSX vs. PADLX - Expense Ratio Comparison
MXBSX has a 0.12% expense ratio, which is lower than PADLX's 0.22% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
MXBSX vs. PADLX — Risk / Return Rank
MXBSX
PADLX
MXBSX vs. PADLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West Lifetime 2050 Fund (MXBSX) and Putnam Retirement Advantage Maturity Fund (PADLX). 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 | PADLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 1.75 | -0.73 |
Sortino ratioReturn per unit of downside risk | 1.51 | 2.46 | -0.95 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.37 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.45 | 2.23 | -0.77 |
Martin ratioReturn relative to average drawdown | 6.47 | 9.78 | -3.31 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MXBSX | PADLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.75 | -0.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.52 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.55 | +0.02 |
Correlation
The correlation between MXBSX and PADLX is 0.75, 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. PADLX - Dividend Comparison
MXBSX's dividend yield for the trailing twelve months is around 5.34%, more than PADLX's 4.74% 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% |
PADLX Putnam Retirement Advantage Maturity Fund | 4.74% | 5.03% | 3.71% | 2.91% | 1.01% | 1.45% | 1.66% | 0.00% | 0.00% | 0.00% |
Drawdowns
MXBSX vs. PADLX - Drawdown Comparison
The maximum MXBSX drawdown since its inception was -31.88%, which is greater than PADLX's maximum drawdown of -18.87%. Use the drawdown chart below to compare losses from any high point for MXBSX and PADLX.
Loading graphics...
Drawdown Indicators
| MXBSX | PADLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.88% | -18.87% | -13.01% |
Max Drawdown (1Y)Largest decline over 1 year | -11.16% | -4.65% | -6.51% |
Max Drawdown (5Y)Largest decline over 5 years | -29.68% | -18.87% | -10.81% |
Current DrawdownCurrent decline from peak | -6.47% | -2.93% | -3.54% |
Average DrawdownAverage peak-to-trough decline | -6.02% | -4.95% | -1.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 1.06% | +1.45% |
Volatility
MXBSX vs. PADLX - Volatility Comparison
Great-West Lifetime 2050 Fund (MXBSX) has a higher volatility of 5.49% compared to Putnam Retirement Advantage Maturity Fund (PADLX) at 2.05%. This indicates that MXBSX's price experiences larger fluctuations and is considered to be riskier than PADLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MXBSX | PADLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.49% | 2.05% | +3.44% |
Volatility (6M)Calculated over the trailing 6-month period | 9.19% | 3.27% | +5.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.96% | 5.82% | +10.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.87% | 6.63% | +9.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.38% | 7.56% | +8.82% |