MXBSX vs. PMTIX
Compare and contrast key facts about Great-West Lifetime 2050 Fund (MXBSX) and Principal LifeTime 2030 Fund (PMTIX).
MXBSX is managed by Great-West. It was launched on Apr 27, 2016. PMTIX is managed by Principal. It was launched on Feb 28, 2001.
Performance
MXBSX vs. PMTIX - Performance Comparison
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MXBSX vs. PMTIX - 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% |
PMTIX Principal LifeTime 2030 Fund | -3.15% | 13.25% | 12.86% | 15.11% | -16.81% | 12.70% | 14.71% | 22.40% | -7.45% | 18.41% |
Returns By Period
In the year-to-date period, MXBSX achieves a -3.81% return, which is significantly lower than PMTIX's -3.15% return.
MXBSX
- 1D
- -0.16%
- 1M
- -8.52%
- YTD
- -3.81%
- 6M
- -1.40%
- 1Y
- 13.32%
- 3Y*
- 11.93%
- 5Y*
- 6.37%
- 10Y*
- —
PMTIX
- 1D
- 0.00%
- 1M
- -5.66%
- YTD
- -3.15%
- 6M
- -1.49%
- 1Y
- 9.21%
- 3Y*
- 10.71%
- 5Y*
- 5.31%
- 10Y*
- 8.05%
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MXBSX vs. PMTIX - Expense Ratio Comparison
MXBSX has a 0.12% expense ratio, which is higher than PMTIX's 0.01% expense ratio. However, 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. PMTIX — Risk / Return Rank
MXBSX
PMTIX
MXBSX vs. PMTIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West Lifetime 2050 Fund (MXBSX) and Principal LifeTime 2030 Fund (PMTIX). 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 | PMTIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | 0.95 | -0.11 |
Sortino ratioReturn per unit of downside risk | 1.27 | 1.41 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.20 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 1.12 | -0.07 |
Martin ratioReturn relative to average drawdown | 4.74 | 5.30 | -0.55 |
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 | PMTIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 0.95 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.51 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.72 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.47 | +0.10 |
Correlation
The correlation between MXBSX and PMTIX is 0.81, 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. PMTIX - Dividend Comparison
MXBSX's dividend yield for the trailing twelve months is around 5.48%, less than PMTIX's 10.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% |
PMTIX Principal LifeTime 2030 Fund | 10.01% | 9.69% | 9.60% | 4.26% | 10.05% | 8.87% | 6.37% | 6.49% | 8.21% | 5.87% | 3.97% | 9.44% |
Drawdowns
MXBSX vs. PMTIX - Drawdown Comparison
The maximum MXBSX drawdown since its inception was -31.88%, smaller than the maximum PMTIX drawdown of -52.14%. Use the drawdown chart below to compare losses from any high point for MXBSX and PMTIX.
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Drawdown Indicators
| MXBSX | PMTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.88% | -52.14% | +20.26% |
Max Drawdown (1Y)Largest decline over 1 year | -11.16% | -7.49% | -3.67% |
Max Drawdown (5Y)Largest decline over 5 years | -29.68% | -23.05% | -6.63% |
Max Drawdown (10Y)Largest decline over 10 years | — | -25.87% | — |
Current DrawdownCurrent decline from peak | -8.80% | -5.85% | -2.95% |
Average DrawdownAverage peak-to-trough decline | -6.02% | -6.83% | +0.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.47% | 1.59% | +0.88% |
Volatility
MXBSX vs. PMTIX - Volatility Comparison
Great-West Lifetime 2050 Fund (MXBSX) has a higher volatility of 4.63% compared to Principal LifeTime 2030 Fund (PMTIX) at 3.33%. This indicates that MXBSX's price experiences larger fluctuations and is considered to be riskier than PMTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXBSX | PMTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.63% | 3.33% | +1.30% |
Volatility (6M)Calculated over the trailing 6-month period | 8.83% | 5.61% | +3.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.80% | 9.78% | +6.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.83% | 10.53% | +5.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.37% | 11.19% | +5.18% |