MXMVX vs. ARFFX
Compare and contrast key facts about Great-West Mid Cap Value Fund (MXMVX) and Ariel Focus Fund (ARFFX).
MXMVX is managed by Great-West. It was launched on May 15, 2008. ARFFX is managed by Ariel Investments. It was launched on Jun 30, 2005.
Performance
MXMVX vs. ARFFX - Performance Comparison
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MXMVX vs. ARFFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXMVX Great-West Mid Cap Value Fund | 0.64% | 8.32% | 15.59% | 15.15% | -27.98% | 34.87% | -0.99% | 20.49% | -13.76% | 16.62% |
ARFFX Ariel Focus Fund | 5.40% | 21.00% | 13.39% | 6.98% | -9.12% | 21.14% | 6.90% | 25.62% | -13.23% | 15.01% |
Returns By Period
In the year-to-date period, MXMVX achieves a 0.64% return, which is significantly lower than ARFFX's 5.40% return. Over the past 10 years, MXMVX has underperformed ARFFX with an annualized return of 6.77%, while ARFFX has yielded a comparatively higher 10.52% annualized return.
MXMVX
- 1D
- -0.63%
- 1M
- -7.27%
- YTD
- 0.64%
- 6M
- 2.86%
- 1Y
- 12.36%
- 3Y*
- 12.07%
- 5Y*
- 4.26%
- 10Y*
- 6.77%
ARFFX
- 1D
- -0.49%
- 1M
- -6.62%
- YTD
- 5.40%
- 6M
- 4.90%
- 1Y
- 32.69%
- 3Y*
- 15.52%
- 5Y*
- 7.90%
- 10Y*
- 10.52%
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MXMVX vs. ARFFX - Expense Ratio Comparison
MXMVX has a 1.15% expense ratio, which is higher than ARFFX's 1.00% expense ratio.
Return for Risk
MXMVX vs. ARFFX — Risk / Return Rank
MXMVX
ARFFX
MXMVX vs. ARFFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West Mid Cap Value Fund (MXMVX) and Ariel Focus Fund (ARFFX). 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.
| MXMVX | ARFFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.60 | 1.74 | -1.14 |
Sortino ratioReturn per unit of downside risk | 0.99 | 2.38 | -1.39 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.36 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | 0.76 | 2.18 | -1.42 |
Martin ratioReturn relative to average drawdown | 3.47 | 8.48 | -5.01 |
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
| MXMVX | ARFFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.60 | 1.74 | -1.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.43 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.53 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.19 | 0.35 | -0.16 |
Correlation
The correlation between MXMVX and ARFFX is 0.87, 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
MXMVX vs. ARFFX - Dividend Comparison
MXMVX's dividend yield for the trailing twelve months is around 5.95%, less than ARFFX's 12.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXMVX Great-West Mid Cap Value Fund | 5.95% | 5.98% | 9.03% | 0.49% | 2.55% | 3.29% | 0.71% | 0.17% | 7.06% | 12.00% | 0.00% | 0.00% |
ARFFX Ariel Focus Fund | 12.03% | 12.68% | 2.27% | 3.33% | 8.30% | 3.30% | 2.41% | 1.03% | 7.61% | 5.76% | 1.04% | 13.91% |
Drawdowns
MXMVX vs. ARFFX - Drawdown Comparison
The maximum MXMVX drawdown since its inception was -57.13%, roughly equal to the maximum ARFFX drawdown of -57.66%. Use the drawdown chart below to compare losses from any high point for MXMVX and ARFFX.
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Drawdown Indicators
| MXMVX | ARFFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.13% | -57.66% | +0.53% |
Max Drawdown (1Y)Largest decline over 1 year | -14.03% | -14.20% | +0.17% |
Max Drawdown (5Y)Largest decline over 5 years | -34.69% | -24.50% | -10.19% |
Max Drawdown (10Y)Largest decline over 10 years | -45.46% | -43.22% | -2.24% |
Current DrawdownCurrent decline from peak | -7.45% | -6.95% | -0.50% |
Average DrawdownAverage peak-to-trough decline | -12.62% | -9.50% | -3.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.23% | 3.65% | -0.42% |
Volatility
MXMVX vs. ARFFX - Volatility Comparison
Great-West Mid Cap Value Fund (MXMVX) has a higher volatility of 4.44% compared to Ariel Focus Fund (ARFFX) at 3.91%. This indicates that MXMVX's price experiences larger fluctuations and is considered to be riskier than ARFFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXMVX | ARFFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.44% | 3.91% | +0.53% |
Volatility (6M)Calculated over the trailing 6-month period | 9.67% | 10.13% | -0.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.68% | 19.23% | +1.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.67% | 18.60% | +1.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.55% | 19.88% | +0.67% |