MXIVX vs. SHSAX
Compare and contrast key facts about Great-West International Value Fund (MXIVX) and BlackRock Health Sciences Opportunities Portfolio (SHSAX).
MXIVX is managed by Great-West. It was launched on Dec 1, 1993. SHSAX is managed by Blackrock. It was launched on Dec 20, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MXIVX or SHSAX.
Correlation
The correlation between MXIVX and SHSAX is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
MXIVX vs. SHSAX - Performance Comparison
Key characteristics
MXIVX:
1.01
SHSAX:
-0.29
MXIVX:
1.42
SHSAX:
-0.28
MXIVX:
1.18
SHSAX:
0.96
MXIVX:
0.92
SHSAX:
-0.18
MXIVX:
2.87
SHSAX:
-0.66
MXIVX:
4.58%
SHSAX:
6.10%
MXIVX:
12.94%
SHSAX:
13.63%
MXIVX:
-46.99%
SHSAX:
-39.26%
MXIVX:
-4.06%
SHSAX:
-17.44%
Returns By Period
In the year-to-date period, MXIVX achieves a 8.19% return, which is significantly higher than SHSAX's 5.67% return. Over the past 10 years, MXIVX has underperformed SHSAX with an annualized return of 2.36%, while SHSAX has yielded a comparatively higher 2.69% annualized return.
MXIVX
8.19%
6.95%
0.94%
11.15%
4.68%
2.36%
SHSAX
5.67%
3.13%
-7.50%
-5.43%
-0.08%
2.69%
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MXIVX vs. SHSAX - Expense Ratio Comparison
MXIVX has a 1.07% expense ratio, which is lower than SHSAX's 1.09% expense ratio.
Risk-Adjusted Performance
MXIVX vs. SHSAX — Risk-Adjusted Performance Rank
MXIVX
SHSAX
MXIVX vs. SHSAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West International Value Fund (MXIVX) and BlackRock Health Sciences Opportunities Portfolio (SHSAX). 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.
Dividends
MXIVX vs. SHSAX - Dividend Comparison
MXIVX's dividend yield for the trailing twelve months is around 1.57%, more than SHSAX's 0.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXIVX Great-West International Value Fund | 1.57% | 1.70% | 1.44% | 1.23% | 1.67% | 0.89% | 1.27% | 1.82% | 0.98% | 0.64% | 0.79% | 0.97% |
SHSAX BlackRock Health Sciences Opportunities Portfolio | 0.23% | 0.24% | 0.26% | 0.34% | 0.00% | 0.00% | 0.30% | 0.11% | 0.00% | 0.00% | 1.38% | 0.04% |
Drawdowns
MXIVX vs. SHSAX - Drawdown Comparison
The maximum MXIVX drawdown since its inception was -46.99%, which is greater than SHSAX's maximum drawdown of -39.26%. Use the drawdown chart below to compare losses from any high point for MXIVX and SHSAX. For additional features, visit the drawdowns tool.
Volatility
MXIVX vs. SHSAX - Volatility Comparison
The current volatility for Great-West International Value Fund (MXIVX) is 3.54%, while BlackRock Health Sciences Opportunities Portfolio (SHSAX) has a volatility of 3.80%. This indicates that MXIVX experiences smaller price fluctuations and is considered to be less risky than SHSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.