MXBSX vs. URTRX
Compare and contrast key facts about Great-West Lifetime 2050 Fund (MXBSX) and USAA Target Retirement 2030 Fund (URTRX).
MXBSX is managed by Great-West. It was launched on Apr 27, 2016. URTRX is managed by Victory. It was launched on Jul 30, 2008.
Performance
MXBSX vs. URTRX - Performance Comparison
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MXBSX vs. URTRX - 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% |
URTRX USAA Target Retirement 2030 Fund | 0.38% | 14.78% | 8.09% | 13.98% | -13.23% | 12.23% | 9.25% | 17.13% | -6.98% | 16.14% |
Returns By Period
In the year-to-date period, MXBSX achieves a -1.35% return, which is significantly lower than URTRX's 0.38% return.
MXBSX
- 1D
- 2.56%
- 1M
- -5.69%
- YTD
- -1.35%
- 6M
- 0.88%
- 1Y
- 16.01%
- 3Y*
- 12.88%
- 5Y*
- 6.89%
- 10Y*
- —
URTRX
- 1D
- 1.53%
- 1M
- -3.35%
- YTD
- 0.38%
- 6M
- 2.33%
- 1Y
- 13.74%
- 3Y*
- 10.83%
- 5Y*
- 5.75%
- 10Y*
- 7.49%
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MXBSX vs. URTRX - Expense Ratio Comparison
MXBSX has a 0.12% expense ratio, which is higher than URTRX's 0.03% 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. URTRX — Risk / Return Rank
MXBSX
URTRX
MXBSX vs. URTRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West Lifetime 2050 Fund (MXBSX) and USAA Target Retirement 2030 Fund (URTRX). 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 | URTRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 1.58 | -0.56 |
Sortino ratioReturn per unit of downside risk | 1.51 | 2.25 | -0.73 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.33 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.45 | 2.11 | -0.66 |
Martin ratioReturn relative to average drawdown | 6.47 | 9.81 | -3.34 |
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 | URTRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.58 | -0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.60 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.73 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.58 | 0.00 |
Correlation
The correlation between MXBSX and URTRX is 0.82, 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. URTRX - Dividend Comparison
MXBSX's dividend yield for the trailing twelve months is around 5.34%, less than URTRX's 6.75% 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% |
URTRX USAA Target Retirement 2030 Fund | 6.75% | 6.78% | 3.16% | 4.24% | 9.53% | 7.66% | 4.53% | 11.43% | 8.54% | 8.10% | 4.06% | 2.80% |
Drawdowns
MXBSX vs. URTRX - Drawdown Comparison
The maximum MXBSX drawdown since its inception was -31.88%, smaller than the maximum URTRX drawdown of -34.10%. Use the drawdown chart below to compare losses from any high point for MXBSX and URTRX.
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Drawdown Indicators
| MXBSX | URTRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.88% | -34.10% | +2.22% |
Max Drawdown (1Y)Largest decline over 1 year | -11.16% | -6.63% | -4.53% |
Max Drawdown (5Y)Largest decline over 5 years | -29.68% | -19.52% | -10.16% |
Max Drawdown (10Y)Largest decline over 10 years | — | -23.56% | — |
Current DrawdownCurrent decline from peak | -6.47% | -3.84% | -2.63% |
Average DrawdownAverage peak-to-trough decline | -6.02% | -4.19% | -1.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 1.43% | +1.08% |
Volatility
MXBSX vs. URTRX - Volatility Comparison
Great-West Lifetime 2050 Fund (MXBSX) has a higher volatility of 5.49% compared to USAA Target Retirement 2030 Fund (URTRX) at 3.55%. This indicates that MXBSX's price experiences larger fluctuations and is considered to be riskier than URTRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXBSX | URTRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.49% | 3.55% | +1.94% |
Volatility (6M)Calculated over the trailing 6-month period | 9.19% | 5.46% | +3.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.96% | 8.89% | +7.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.87% | 9.67% | +6.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.38% | 10.33% | +6.05% |