MXDPX vs. CSTAX
Compare and contrast key facts about Great-West Moderately Conservative Profile Fund (MXDPX) and American Funds College 2027 Fund (CSTAX).
MXDPX is managed by Great-West. It was launched on Sep 26, 1999. CSTAX is managed by American Funds. It was launched on Sep 13, 2012.
Performance
MXDPX vs. CSTAX - Performance Comparison
Loading graphics...
MXDPX vs. CSTAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXDPX Great-West Moderately Conservative Profile Fund | -1.31% | 10.02% | 6.17% | 10.19% | -11.44% | 9.24% | 9.30% | 14.91% | -5.19% | 8.25% |
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, MXDPX achieves a -1.31% return, which is significantly lower than CSTAX's -0.65% return. Both investments have delivered pretty close results over the past 10 years, with MXDPX having a 4.81% annualized return and CSTAX not far ahead at 4.97%.
MXDPX
- 1D
- 0.00%
- 1M
- -4.83%
- YTD
- -1.31%
- 6M
- 0.20%
- 1Y
- 7.37%
- 3Y*
- 7.18%
- 5Y*
- 3.57%
- 10Y*
- 4.81%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MXDPX vs. CSTAX - Expense Ratio Comparison
MXDPX has a 0.37% expense ratio, which is lower than CSTAX's 0.41% expense ratio.
Return for Risk
MXDPX vs. CSTAX — Risk / Return Rank
MXDPX
CSTAX
MXDPX vs. CSTAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West Moderately Conservative Profile Fund (MXDPX) 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.
| MXDPX | CSTAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.89 | 1.73 | -0.84 |
Sortino ratioReturn per unit of downside risk | 1.28 | 2.47 | -1.19 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.35 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.16 | 2.23 | -1.06 |
Martin ratioReturn relative to average drawdown | 4.56 | 9.16 | -4.60 |
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
| MXDPX | CSTAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 1.73 | -0.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.57 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.86 | -0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.12 | 0.86 | -0.74 |
Correlation
The correlation between MXDPX and CSTAX is 0.74, 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
MXDPX vs. CSTAX - Dividend Comparison
MXDPX's dividend yield for the trailing twelve months is around 5.34%, which matches CSTAX's 5.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXDPX Great-West Moderately Conservative Profile Fund | 5.34% | 5.27% | 4.86% | 5.29% | 6.69% | 6.84% | 2.38% | 7.36% | 7.84% | 2.90% | 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
MXDPX vs. CSTAX - Drawdown Comparison
The maximum MXDPX drawdown since its inception was -39.33%, which is greater than CSTAX's maximum drawdown of -14.52%. Use the drawdown chart below to compare losses from any high point for MXDPX and CSTAX.
Loading graphics...
Drawdown Indicators
| MXDPX | CSTAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.33% | -14.52% | -24.81% |
Max Drawdown (1Y)Largest decline over 1 year | -5.89% | -2.72% | -3.17% |
Max Drawdown (5Y)Largest decline over 5 years | -20.55% | -14.52% | -6.03% |
Max Drawdown (10Y)Largest decline over 10 years | -20.55% | -14.52% | -6.03% |
Current DrawdownCurrent decline from peak | -4.94% | -2.48% | -2.46% |
Average DrawdownAverage peak-to-trough decline | -14.02% | -2.37% | -11.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.50% | 0.66% | +0.84% |
Volatility
MXDPX vs. CSTAX - Volatility Comparison
Great-West Moderately Conservative Profile Fund (MXDPX) has a higher volatility of 2.49% compared to American Funds College 2027 Fund (CSTAX) at 1.32%. This indicates that MXDPX'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.
Loading graphics...
Volatility by Period
| MXDPX | CSTAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.49% | 1.32% | +1.17% |
Volatility (6M)Calculated over the trailing 6-month period | 5.00% | 2.05% | +2.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.34% | 3.47% | +4.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.01% | 5.16% | +3.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.86% | 5.82% | +3.04% |