MXINX vs. MXBSX
Compare and contrast key facts about Great-West International Index Fund (MXINX) and Great-West Lifetime 2050 Fund (MXBSX).
MXINX is managed by Great-West. It was launched on Jan 13, 2011. MXBSX is managed by Great-West. It was launched on Apr 27, 2016.
Performance
MXINX vs. MXBSX - Performance Comparison
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MXINX vs. MXBSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXINX Great-West International Index Fund | 0.95% | 30.90% | 2.92% | 17.56% | -14.75% | 10.32% | 7.97% | 21.26% | -13.93% | 24.73% |
MXBSX Great-West Lifetime 2050 Fund | -1.35% | 17.70% | 11.16% | 17.79% | -16.61% | 16.82% | 13.96% | 26.31% | -10.30% | 20.41% |
Returns By Period
In the year-to-date period, MXINX achieves a 0.95% return, which is significantly higher than MXBSX's -1.35% return.
MXINX
- 1D
- 3.04%
- 1M
- -6.36%
- YTD
- 0.95%
- 6M
- 4.61%
- 1Y
- 22.32%
- 3Y*
- 13.84%
- 5Y*
- 7.89%
- 10Y*
- 8.09%
MXBSX
- 1D
- 2.56%
- 1M
- -5.69%
- YTD
- -1.35%
- 6M
- 0.88%
- 1Y
- 16.01%
- 3Y*
- 12.88%
- 5Y*
- 6.89%
- 10Y*
- —
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MXINX vs. MXBSX - Expense Ratio Comparison
MXINX has a 0.65% expense ratio, which is higher than MXBSX's 0.12% expense ratio.
Return for Risk
MXINX vs. MXBSX — Risk / Return Rank
MXINX
MXBSX
MXINX vs. MXBSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West International Index Fund (MXINX) and Great-West Lifetime 2050 Fund (MXBSX). 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 | MXBSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.32 | 1.02 | +0.30 |
Sortino ratioReturn per unit of downside risk | 1.86 | 1.51 | +0.34 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.22 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.56 | 1.45 | +0.10 |
Martin ratioReturn relative to average drawdown | 6.51 | 6.47 | +0.04 |
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 | MXBSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 1.02 | +0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.44 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.58 | -0.29 |
Correlation
The correlation between MXINX and MXBSX 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
MXINX vs. MXBSX - Dividend Comparison
MXINX's dividend yield for the trailing twelve months is around 3.31%, less than MXBSX's 5.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXINX Great-West International Index Fund | 3.31% | 3.34% | 2.20% | 4.38% | 1.80% | 5.73% | 2.45% | 2.64% | 3.55% | 2.63% |
MXBSX Great-West Lifetime 2050 Fund | 5.34% | 5.27% | 7.38% | 5.63% | 10.66% | 11.14% | 6.57% | 9.46% | 8.18% | 3.54% |
Drawdowns
MXINX vs. MXBSX - Drawdown Comparison
The maximum MXINX drawdown since its inception was -34.59%, which is greater than MXBSX's maximum drawdown of -31.88%. Use the drawdown chart below to compare losses from any high point for MXINX and MXBSX.
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Drawdown Indicators
| MXINX | MXBSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.59% | -31.88% | -2.71% |
Max Drawdown (1Y)Largest decline over 1 year | -11.43% | -11.16% | -0.27% |
Max Drawdown (5Y)Largest decline over 5 years | -29.75% | -29.68% | -0.07% |
Max Drawdown (10Y)Largest decline over 10 years | -34.59% | — | — |
Current DrawdownCurrent decline from peak | -8.19% | -6.47% | -1.72% |
Average DrawdownAverage peak-to-trough decline | -8.65% | -6.02% | -2.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.27% | 2.51% | +0.76% |
Volatility
MXINX vs. MXBSX - Volatility Comparison
Great-West International Index Fund (MXINX) has a higher volatility of 7.84% compared to Great-West Lifetime 2050 Fund (MXBSX) at 5.49%. This indicates that MXINX's price experiences larger fluctuations and is considered to be riskier than MXBSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXINX | MXBSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.84% | 5.49% | +2.35% |
Volatility (6M)Calculated over the trailing 6-month period | 11.28% | 9.19% | +2.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.21% | 15.96% | +2.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.65% | 15.87% | +0.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.95% | 16.38% | +0.57% |