MXLSX vs. FTHNX

In the year-to-date period, MXLSX achieves a -7.31% return, which is significantly lower than FTHNX's -5.00% return.

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MXLSX has a 1.09% expense ratio, which is higher than FTHNX's 1.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Great-West Small Cap Value Fund (MXLSX) and Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHNX). 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 MXLSX Sharpe Ratio is -0.25, which is comparable to the FTHNX Sharpe Ratio of -0.27. The chart below compares the historical Sharpe Ratios of MXLSX and FTHNX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MXLSX has not paid dividends to shareholders, while FTHNX's dividend yield for the trailing twelve months is around 0.46%.

The maximum MXLSX drawdown since its inception was -60.31%, which is greater than FTHNX's maximum drawdown of -37.78%. Use the drawdown chart below to compare losses from any high point for MXLSX and FTHNX. For additional features, visit the drawdowns tool.

Great-West Small Cap Value Fund (MXLSX) has a higher volatility of 7.22% compared to Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHNX) at 6.39%. This indicates that MXLSX's price experiences larger fluctuations and is considered to be riskier than FTHNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.