MXISX vs. MXVIX

In the year-to-date period, MXISX achieves a -6.55% return, which is significantly lower than MXVIX's -0.35% return. Over the past 10 years, MXISX has underperformed MXVIX with an annualized return of 5.69%, while MXVIX has yielded a comparatively higher 7.97% annualized return.

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MXISX has a 0.56% expense ratio, which is higher than MXVIX's 0.51% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Great-West S&P Small Cap 600 Index Fund (MXISX) and Great-West S&P 500 Index Fund (MXVIX). 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.

The current MXISX Sharpe Ratio is 0.00, which is lower than the MXVIX Sharpe Ratio of 0.63. The chart below compares the historical Sharpe Ratios of MXISX and MXVIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MXISX's dividend yield for the trailing twelve months is around 0.84%, more than MXVIX's 0.52% yield.

The maximum MXISX drawdown since its inception was -74.73%, which is greater than MXVIX's maximum drawdown of -58.12%. Use the drawdown chart below to compare losses from any high point for MXISX and MXVIX. For additional features, visit the drawdowns tool.

Great-West S&P Small Cap 600 Index Fund (MXISX) and Great-West S&P 500 Index Fund (MXVIX) have volatilities of 6.30% and 6.30%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.