MXCPX vs. CSTAX
Compare and contrast key facts about Great-West Conservative Profile Fund (MXCPX) and American Funds College 2027 Fund (CSTAX).
MXCPX is managed by Great-West. It was launched on Sep 29, 1999. CSTAX is managed by American Funds. It was launched on Sep 13, 2012.
Performance
MXCPX vs. CSTAX - Performance Comparison
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MXCPX vs. CSTAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXCPX Great-West Conservative Profile Fund | -0.90% | 8.19% | 4.95% | 8.41% | -10.33% | 6.35% | 8.07% | 11.40% | -3.95% | 5.94% |
CSTAX American Funds College 2027 Fund | -0.65% | 9.00% | 5.57% | 6.57% | -9.87% | 6.52% | 7.66% | 13.35% | -2.23% | 11.77% |
Returns By Period
In the year-to-date period, MXCPX achieves a -0.90% return, which is significantly lower than CSTAX's -0.65% return. Over the past 10 years, MXCPX has underperformed CSTAX with an annualized return of 3.62%, while CSTAX has yielded a comparatively higher 4.97% annualized return.
MXCPX
- 1D
- 0.13%
- 1M
- -3.75%
- YTD
- -0.90%
- 6M
- 0.33%
- 1Y
- 5.79%
- 3Y*
- 5.91%
- 5Y*
- 2.72%
- 10Y*
- 3.62%
CSTAX
- 1D
- 0.25%
- 1M
- -2.48%
- YTD
- -0.65%
- 6M
- 0.73%
- 1Y
- 5.79%
- 3Y*
- 5.94%
- 5Y*
- 2.92%
- 10Y*
- 4.97%
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MXCPX vs. CSTAX - Expense Ratio Comparison
MXCPX has a 0.37% expense ratio, which is lower than CSTAX's 0.41% expense ratio.
Return for Risk
MXCPX vs. CSTAX — Risk / Return Rank
MXCPX
CSTAX
MXCPX vs. CSTAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West Conservative Profile Fund (MXCPX) and American Funds College 2027 Fund (CSTAX). 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.
| MXCPX | CSTAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 1.73 | -0.60 |
Sortino ratioReturn per unit of downside risk | 1.57 | 2.47 | -0.90 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.35 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.37 | 2.23 | -0.85 |
Martin ratioReturn relative to average drawdown | 5.54 | 9.16 | -3.62 |
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
| MXCPX | CSTAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 1.73 | -0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.57 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.86 | -0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.07 | 0.86 | -0.79 |
Correlation
The correlation between MXCPX and CSTAX 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
MXCPX vs. CSTAX - Dividend Comparison
MXCPX's dividend yield for the trailing twelve months is around 3.49%, less than CSTAX's 5.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXCPX Great-West Conservative Profile Fund | 3.49% | 3.45% | 4.53% | 4.17% | 5.70% | 5.20% | 2.46% | 5.62% | 5.53% | 2.70% | 0.00% | 0.00% |
CSTAX American Funds College 2027 Fund | 5.30% | 5.26% | 3.78% | 3.17% | 3.40% | 7.52% | 5.72% | 4.00% | 4.78% | 3.90% | 4.34% | 4.49% |
Drawdowns
MXCPX vs. CSTAX - Drawdown Comparison
The maximum MXCPX drawdown since its inception was -35.02%, which is greater than CSTAX's maximum drawdown of -14.52%. Use the drawdown chart below to compare losses from any high point for MXCPX and CSTAX.
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Drawdown Indicators
| MXCPX | CSTAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.02% | -14.52% | -20.50% |
Max Drawdown (1Y)Largest decline over 1 year | -4.11% | -2.72% | -1.39% |
Max Drawdown (5Y)Largest decline over 5 years | -17.81% | -14.52% | -3.29% |
Max Drawdown (10Y)Largest decline over 10 years | -17.81% | -14.52% | -3.29% |
Current DrawdownCurrent decline from peak | -3.75% | -2.48% | -1.27% |
Average DrawdownAverage peak-to-trough decline | -12.61% | -2.37% | -10.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.02% | 0.66% | +0.36% |
Volatility
MXCPX vs. CSTAX - Volatility Comparison
Great-West Conservative Profile Fund (MXCPX) has a higher volatility of 1.97% compared to American Funds College 2027 Fund (CSTAX) at 1.32%. This indicates that MXCPX's price experiences larger fluctuations and is considered to be riskier than CSTAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXCPX | CSTAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.97% | 1.32% | +0.65% |
Volatility (6M)Calculated over the trailing 6-month period | 3.19% | 2.05% | +1.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.27% | 3.47% | +1.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.68% | 5.16% | +1.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.49% | 5.82% | +0.67% |