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MXLMX vs. MXEOX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MXLMX vs. MXEOX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Great-West Multi-Sector Bond Fund (MXLMX) and Great-West Emerging Markets Equity Fund (MXEOX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, MXLMX achieves a 0.37% return, which is significantly lower than MXEOX's 17.63% return.


MXLMX

1D
0.15%
1M
-0.66%
6M
-0.15%
YTD
0.37%
1Y
3.82%
3Y*
5.96%
5Y*
1.64%
10Y*
3.09%
ALL TIME*
1.81%

MXEOX

1D
4.01%
1M
-4.50%
6M
7.94%
YTD
17.63%
1Y
34.51%
3Y*
18.98%
5Y*
7.11%
10Y*
ALL TIME*
5.62%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$0.00$0.00$0.00
$0.00$0.00$0.00

MXLMX vs. MXEOX - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
MXLMX
Great-West Multi-Sector Bond Fund
0.37%7.99%5.14%7.89%-11.42%0.96%9.02%11.74%-3.39%
MXEOX
Great-West Emerging Markets Equity Fund
17.63%32.78%9.84%9.67%-22.34%-3.49%18.39%21.67%-21.34%

Correlation

The correlation between MXLMX and MXEOX is 0.39, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.39

Correlation (3Y)
Balances recent behavior with more history.

0.27

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.30

Correlation (All Time)
Calculated using the full available price history since Jan 4, 2018

0.32

The correlation between MXLMX and MXEOX shifts across timeframes, from 0.27 (3 years) to 0.39 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

MXLMX vs. MXEOX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

MXLMX
MXLMX Risk / Return Rank: 4242
Overall Rank
MXLMX Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
MXLMX Sortino Ratio Rank: 4646
Sortino Ratio Rank
MXLMX Omega Ratio Rank: 5050
Omega Ratio Rank
MXLMX Calmar Ratio Rank: 3333
Calmar Ratio Rank
MXLMX Martin Ratio Rank: 3535
Martin Ratio Rank

MXEOX
MXEOX Risk / Return Rank: 5858
Overall Rank
MXEOX Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
MXEOX Sortino Ratio Rank: 4949
Sortino Ratio Rank
MXEOX Omega Ratio Rank: 6363
Omega Ratio Rank
MXEOX Calmar Ratio Rank: 6767
Calmar Ratio Rank
MXEOX Martin Ratio Rank: 5454
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

MXLMX vs. MXEOX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Great-West Multi-Sector Bond Fund (MXLMX) and Great-West Emerging Markets Equity Fund (MXEOX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


MXLMXMXEOXDifference
Sharpe ratioReturn per unit of total volatility

-0.08

Sortino ratioReturn per unit of downside risk

+0.08

Omega ratioGain probability vs. loss probability

1.26

1.28

-0.01

Calmar ratioReturn relative to maximum drawdown

1.52

2.21

-0.69

Martin ratioReturn relative to average drawdown

5.51

7.27

-1.76

MXLMX vs. MXEOX - Sharpe Ratio Comparison

The current MXLMX Sharpe Ratio is 1.37, which is comparable to the MXEOX Sharpe Ratio of 1.45. The chart below compares the historical Sharpe Ratios of MXLMX and MXEOX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

MXLMX vs. MXEOX - Drawdown Comparison

The maximum MXLMX drawdown since its inception was -36.94%, smaller than the maximum MXEOX drawdown of -41.05%. Use the drawdown chart below to compare losses from any high point for MXLMX and MXEOX.


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Drawdown Indicators


MXLMXMXEOXDifference

Max Drawdown

Largest peak-to-trough decline

-36.94%

-41.05%

+4.11%

Max Drawdown (1Y)

Largest decline over 1 year

-2.55%

-15.50%

+12.95%

Max Drawdown (3Y)

Largest decline over 3 years

-3.76%

-17.25%

+13.49%

Max Drawdown (5Y)

Largest decline over 5 years

-15.52%

-35.30%

+19.78%

Max Drawdown (10Y)

Largest decline over 10 years

-15.52%

Current Drawdown

Current decline from peak

-1.09%

-12.11%

+11.02%

Average Drawdown

Average peak-to-trough decline

-8.18%

-16.99%

+8.81%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.70%

4.68%

-3.98%

Volatility

MXLMX vs. MXEOX - Volatility Comparison

The current volatility for Great-West Multi-Sector Bond Fund (MXLMX) is 0.80%, while Great-West Emerging Markets Equity Fund (MXEOX) has a volatility of 10.11%. This indicates that MXLMX experiences smaller price fluctuations and is considered to be less risky than MXEOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MXLMXMXEOXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.80%

10.11%

-9.31%

Volatility (6M)

Calculated over the trailing 6-month period

2.44%

21.82%

-19.38%

Volatility (1Y)

Calculated over the trailing 1-year period

2.85%

23.69%

-20.84%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.27%

18.80%

-14.53%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.08%

19.66%

-15.58%

MXLMX vs. MXEOX - Expense Ratio Comparison

MXLMX has a 0.90% expense ratio, which is lower than MXEOX's 1.23% expense ratio.


Dividends

MXLMX vs. MXEOX - Dividend Comparison

MXLMX's dividend yield for the trailing twelve months is around 3.27%, more than MXEOX's 0.85% yield.


PositionTTM202520242023202220212020201920182017
MXEOX
Great-West Emerging Markets Equity Fund
0.85%1.00%1.36%2.01%1.61%3.42%1.85%0.94%1.00%0.00%
MXLMX
Great-West Multi-Sector Bond Fund
3.27%3.28%3.68%3.16%2.59%3.88%3.59%1.76%3.07%0.45%

Frequently Asked Questions


MXLMX and MXEOX have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

MXEOX has higher volatility (10.11%) compared to MXLMX (0.80%). In terms of maximum drawdown, MXLMX dropped -36.94% vs MXEOX's -41.05%.

MXEOX currently has the higher Sharpe Ratio (1.45 vs 1.37), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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