MXINX vs. APHIX
Compare and contrast key facts about Great-West International Index Fund (MXINX) and Artisan International Fund Institutional Class (APHIX).
MXINX is managed by Great-West. It was launched on Jan 13, 2011. APHIX is an actively managed fund by Artisan Partners. It was launched on Jul 1, 1997.
Performance
MXINX vs. APHIX - Performance Comparison
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MXINX vs. APHIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXINX Great-West International Index Fund | -2.03% | 30.90% | 2.92% | 17.56% | -14.75% | 10.32% | 7.97% | 21.26% | -13.93% | 24.73% |
APHIX Artisan International Fund Institutional Class | 3.79% | 36.49% | 10.89% | 14.52% | -19.35% | 9.10% | 7.84% | 29.43% | -10.81% | 31.25% |
Returns By Period
In the year-to-date period, MXINX achieves a -2.03% return, which is significantly lower than APHIX's 3.79% return. Over the past 10 years, MXINX has underperformed APHIX with an annualized return of 7.76%, while APHIX has yielded a comparatively higher 9.34% annualized return.
MXINX
- 1D
- 0.39%
- 1M
- -10.91%
- YTD
- -2.03%
- 6M
- 2.17%
- 1Y
- 18.88%
- 3Y*
- 12.70%
- 5Y*
- 7.24%
- 10Y*
- 7.76%
APHIX
- 1D
- -0.57%
- 1M
- -8.93%
- YTD
- 3.79%
- 6M
- 5.56%
- 1Y
- 29.58%
- 3Y*
- 18.43%
- 5Y*
- 9.55%
- 10Y*
- 9.34%
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MXINX vs. APHIX - Expense Ratio Comparison
MXINX has a 0.65% expense ratio, which is lower than APHIX's 0.96% expense ratio.
Return for Risk
MXINX vs. APHIX — Risk / Return Rank
MXINX
APHIX
MXINX vs. APHIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West International Index Fund (MXINX) and Artisan International Fund Institutional Class (APHIX). 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.
| MXINX | APHIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 1.86 | -0.89 |
Sortino ratioReturn per unit of downside risk | 1.40 | 2.39 | -0.99 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.35 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 2.53 | -1.29 |
Martin ratioReturn relative to average drawdown | 5.25 | 10.66 | -5.41 |
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
| MXINX | APHIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 1.86 | -0.89 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.62 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.58 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.29 | -0.01 |
Correlation
The correlation between MXINX and APHIX is 0.86, 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
MXINX vs. APHIX - Dividend Comparison
MXINX's dividend yield for the trailing twelve months is around 3.41%, less than APHIX's 21.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXINX Great-West International Index Fund | 3.41% | 3.34% | 2.20% | 4.38% | 1.80% | 5.73% | 2.45% | 2.64% | 3.55% | 2.63% | 0.00% | 0.00% |
APHIX Artisan International Fund Institutional Class | 21.80% | 22.63% | 10.37% | 2.10% | 2.84% | 23.52% | 3.45% | 5.44% | 10.02% | 0.91% | 1.50% | 0.73% |
Drawdowns
MXINX vs. APHIX - Drawdown Comparison
The maximum MXINX drawdown since its inception was -34.59%, smaller than the maximum APHIX drawdown of -68.47%. Use the drawdown chart below to compare losses from any high point for MXINX and APHIX.
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Drawdown Indicators
| MXINX | APHIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.59% | -68.47% | +33.88% |
Max Drawdown (1Y)Largest decline over 1 year | -11.43% | -9.77% | -1.66% |
Max Drawdown (5Y)Largest decline over 5 years | -29.75% | -33.73% | +3.98% |
Max Drawdown (10Y)Largest decline over 10 years | -34.59% | -33.73% | -0.86% |
Current DrawdownCurrent decline from peak | -10.91% | -9.77% | -1.14% |
Average DrawdownAverage peak-to-trough decline | -8.65% | -23.20% | +14.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.23% | 2.59% | +0.64% |
Volatility
MXINX vs. APHIX - Volatility Comparison
Great-West International Index Fund (MXINX) has a higher volatility of 7.18% compared to Artisan International Fund Institutional Class (APHIX) at 6.04%. This indicates that MXINX's price experiences larger fluctuations and is considered to be riskier than APHIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXINX | APHIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.18% | 6.04% | +1.14% |
Volatility (6M)Calculated over the trailing 6-month period | 10.88% | 10.13% | +0.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.99% | 15.33% | +2.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.60% | 15.61% | +0.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.93% | 16.16% | +0.77% |