Correlation
The correlation between MXCPX and BAICX is 0.73, 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.
MXCPX vs. BAICX
Compare and contrast key facts about Great-West Conservative Profile Fund (MXCPX) and BlackRock Multi-Asset Income Portfolio (BAICX).
MXCPX is managed by Great-West. It was launched on Sep 29, 1999. BAICX is managed by Blackrock. It was launched on Apr 7, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MXCPX or BAICX.
Performance
MXCPX vs. BAICX - Performance Comparison
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Key characteristics
MXCPX:
1.16
BAICX:
1.50
MXCPX:
1.61
BAICX:
2.01
MXCPX:
1.24
BAICX:
1.29
MXCPX:
1.31
BAICX:
1.58
MXCPX:
5.37
BAICX:
6.48
MXCPX:
1.13%
BAICX:
1.39%
MXCPX:
5.35%
BAICX:
6.35%
MXCPX:
-26.50%
BAICX:
-33.29%
MXCPX:
-0.13%
BAICX:
-0.10%
Returns By Period
In the year-to-date period, MXCPX achieves a 2.56% return, which is significantly lower than BAICX's 3.70% return. Over the past 10 years, MXCPX has underperformed BAICX with an annualized return of 3.79%, while BAICX has yielded a comparatively higher 4.20% annualized return.
MXCPX
2.56%
1.33%
0.66%
6.19%
3.95%
4.34%
3.79%
BAICX
3.70%
1.58%
1.43%
8.35%
5.87%
5.25%
4.20%
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MXCPX vs. BAICX - Expense Ratio Comparison
MXCPX has a 0.37% expense ratio, which is lower than BAICX's 0.81% expense ratio.
Risk-Adjusted Performance
MXCPX vs. BAICX — Risk-Adjusted Performance Rank
MXCPX
BAICX
MXCPX vs. BAICX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West Conservative Profile Fund (MXCPX) and BlackRock Multi-Asset Income Portfolio (BAICX). 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.
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Dividends
MXCPX vs. BAICX - Dividend Comparison
MXCPX's dividend yield for the trailing twelve months is around 4.42%, less than BAICX's 5.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXCPX Great-West Conservative Profile Fund | 4.42% | 4.53% | 4.18% | 6.32% | 5.20% | 2.45% | 6.02% | 6.01% | 4.18% | 4.40% | 7.17% | 6.93% |
BAICX BlackRock Multi-Asset Income Portfolio | 5.22% | 5.81% | 5.54% | 5.07% | 5.18% | 4.05% | 4.69% | 5.27% | 4.59% | 4.71% | 5.35% | 5.41% |
Drawdowns
MXCPX vs. BAICX - Drawdown Comparison
The maximum MXCPX drawdown since its inception was -26.50%, smaller than the maximum BAICX drawdown of -33.29%. Use the drawdown chart below to compare losses from any high point for MXCPX and BAICX.
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Volatility
MXCPX vs. BAICX - Volatility Comparison
The current volatility for Great-West Conservative Profile Fund (MXCPX) is 1.25%, while BlackRock Multi-Asset Income Portfolio (BAICX) has a volatility of 1.52%. This indicates that MXCPX experiences smaller price fluctuations and is considered to be less risky than BAICX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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