MXDPX vs. EKBAX
Compare and contrast key facts about Great-West Moderately Conservative Profile Fund (MXDPX) and Allspring Diversified Capital Builder Fund (EKBAX).
MXDPX is managed by Great-West. It was launched on Sep 26, 1999. EKBAX is managed by Allspring Global Investments. It was launched on Jan 19, 1998.
Performance
MXDPX vs. EKBAX - Performance Comparison
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MXDPX vs. EKBAX - 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% |
EKBAX Allspring Diversified Capital Builder Fund | 4.55% | 21.87% | 21.75% | 22.23% | -13.47% | 19.61% | 12.66% | 32.99% | -5.55% | 14.43% |
Returns By Period
In the year-to-date period, MXDPX achieves a -1.31% return, which is significantly lower than EKBAX's 4.55% return. Over the past 10 years, MXDPX has underperformed EKBAX with an annualized return of 4.81%, while EKBAX has yielded a comparatively higher 13.80% annualized return.
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%
EKBAX
- 1D
- -2.41%
- 1M
- -6.94%
- YTD
- 4.55%
- 6M
- 11.28%
- 1Y
- 36.95%
- 3Y*
- 21.81%
- 5Y*
- 13.92%
- 10Y*
- 13.80%
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MXDPX vs. EKBAX - Expense Ratio Comparison
MXDPX has a 0.37% expense ratio, which is lower than EKBAX's 1.10% expense ratio.
Return for Risk
MXDPX vs. EKBAX — Risk / Return Rank
MXDPX
EKBAX
MXDPX vs. EKBAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West Moderately Conservative Profile Fund (MXDPX) and Allspring Diversified Capital Builder Fund (EKBAX). 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 | EKBAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.89 | 1.80 | -0.91 |
Sortino ratioReturn per unit of downside risk | 1.28 | 2.37 | -1.09 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.38 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 1.16 | 2.64 | -1.47 |
Martin ratioReturn relative to average drawdown | 4.56 | 12.94 | -8.39 |
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
| MXDPX | EKBAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 1.80 | -0.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.78 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.80 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.12 | 0.46 | -0.34 |
Correlation
The correlation between MXDPX and EKBAX 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
MXDPX vs. EKBAX - Dividend Comparison
MXDPX's dividend yield for the trailing twelve months is around 5.34%, less than EKBAX's 9.20% 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% |
EKBAX Allspring Diversified Capital Builder Fund | 9.20% | 9.61% | 5.28% | 6.16% | 12.50% | 6.89% | 2.03% | 9.49% | 7.14% | 6.20% | 10.05% | 11.47% |
Drawdowns
MXDPX vs. EKBAX - Drawdown Comparison
The maximum MXDPX drawdown since its inception was -39.33%, smaller than the maximum EKBAX drawdown of -55.64%. Use the drawdown chart below to compare losses from any high point for MXDPX and EKBAX.
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Drawdown Indicators
| MXDPX | EKBAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.33% | -55.64% | +16.31% |
Max Drawdown (1Y)Largest decline over 1 year | -5.89% | -13.29% | +7.40% |
Max Drawdown (5Y)Largest decline over 5 years | -20.55% | -24.84% | +4.29% |
Max Drawdown (10Y)Largest decline over 10 years | -20.55% | -32.33% | +11.78% |
Current DrawdownCurrent decline from peak | -4.94% | -7.32% | +2.38% |
Average DrawdownAverage peak-to-trough decline | -14.02% | -8.03% | -5.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.50% | 2.71% | -1.21% |
Volatility
MXDPX vs. EKBAX - Volatility Comparison
The current volatility for Great-West Moderately Conservative Profile Fund (MXDPX) is 2.49%, while Allspring Diversified Capital Builder Fund (EKBAX) has a volatility of 5.70%. This indicates that MXDPX experiences smaller price fluctuations and is considered to be less risky than EKBAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXDPX | EKBAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.49% | 5.70% | -3.21% |
Volatility (6M)Calculated over the trailing 6-month period | 5.00% | 12.79% | -7.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.34% | 20.75% | -12.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.01% | 17.86% | -8.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.86% | 17.40% | -8.54% |