MXLSX vs. SSCVX
Compare and contrast key facts about Great-West Small Cap Value Fund (MXLSX) and Columbia Select Small Cap Value Fund (SSCVX).
MXLSX is managed by Great-West. It was launched on Nov 1, 1994. SSCVX is managed by Columbia. It was launched on Apr 25, 1997.
Performance
MXLSX vs. SSCVX - Performance Comparison
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MXLSX vs. SSCVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXLSX Great-West Small Cap Value Fund | 1.81% | 4.08% | 8.20% | 17.81% | -10.07% | 31.12% | 2.84% | 24.67% | -16.64% | 8.44% |
SSCVX Columbia Select Small Cap Value Fund | 5.82% | 5.46% | 12.33% | 12.47% | -15.35% | 31.25% | 9.61% | 18.76% | -13.70% | 12.65% |
Returns By Period
In the year-to-date period, MXLSX achieves a 1.81% return, which is significantly lower than SSCVX's 5.82% return. Both investments have delivered pretty close results over the past 10 years, with MXLSX having a 8.19% annualized return and SSCVX not far ahead at 8.32%.
MXLSX
- 1D
- -0.52%
- 1M
- -6.65%
- YTD
- 1.81%
- 6M
- 2.61%
- 1Y
- 13.81%
- 3Y*
- 9.89%
- 5Y*
- 5.76%
- 10Y*
- 8.19%
SSCVX
- 1D
- -1.40%
- 1M
- -6.22%
- YTD
- 5.82%
- 6M
- 6.09%
- 1Y
- 22.66%
- 3Y*
- 11.20%
- 5Y*
- 5.67%
- 10Y*
- 8.32%
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MXLSX vs. SSCVX - Expense Ratio Comparison
MXLSX has a 1.09% expense ratio, which is lower than SSCVX's 1.28% expense ratio.
Return for Risk
MXLSX vs. SSCVX — Risk / Return Rank
MXLSX
SSCVX
MXLSX vs. SSCVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West Small Cap Value Fund (MXLSX) and Columbia Select Small Cap Value Fund (SSCVX). 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.
| MXLSX | SSCVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.54 | 1.00 | -0.46 |
Sortino ratioReturn per unit of downside risk | 0.92 | 1.51 | -0.59 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.21 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.77 | 1.32 | -0.55 |
Martin ratioReturn relative to average drawdown | 2.97 | 5.44 | -2.47 |
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
| MXLSX | SSCVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.54 | 1.00 | -0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.27 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.36 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.31 | -0.06 |
Correlation
The correlation between MXLSX and SSCVX is 0.89, 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
MXLSX vs. SSCVX - Dividend Comparison
MXLSX's dividend yield for the trailing twelve months is around 0.47%, less than SSCVX's 10.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXLSX Great-West Small Cap Value Fund | 0.47% | 0.48% | 1.07% | 2.24% | 2.93% | 6.23% | 0.23% | 0.47% | 2.92% | 5.29% | 0.00% | 0.00% |
SSCVX Columbia Select Small Cap Value Fund | 10.36% | 10.96% | 20.45% | 6.56% | 4.62% | 6.64% | 6.45% | 0.12% | 7.59% | 13.50% | 6.18% | 12.44% |
Drawdowns
MXLSX vs. SSCVX - Drawdown Comparison
The maximum MXLSX drawdown since its inception was -60.41%, smaller than the maximum SSCVX drawdown of -65.34%. Use the drawdown chart below to compare losses from any high point for MXLSX and SSCVX.
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Drawdown Indicators
| MXLSX | SSCVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.41% | -65.34% | +4.93% |
Max Drawdown (1Y)Largest decline over 1 year | -15.02% | -15.41% | +0.39% |
Max Drawdown (5Y)Largest decline over 5 years | -26.04% | -29.22% | +3.18% |
Max Drawdown (10Y)Largest decline over 10 years | -43.52% | -48.87% | +5.35% |
Current DrawdownCurrent decline from peak | -8.88% | -7.88% | -1.00% |
Average DrawdownAverage peak-to-trough decline | -12.20% | -11.91% | -0.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.19% | 3.74% | +0.45% |
Volatility
MXLSX vs. SSCVX - Volatility Comparison
The current volatility for Great-West Small Cap Value Fund (MXLSX) is 5.13%, while Columbia Select Small Cap Value Fund (SSCVX) has a volatility of 6.07%. This indicates that MXLSX experiences smaller price fluctuations and is considered to be less risky than SSCVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXLSX | SSCVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.13% | 6.07% | -0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 11.94% | 12.52% | -0.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.41% | 22.83% | +0.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.90% | 21.18% | -0.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.28% | 23.44% | -1.16% |