MXMVX vs. CISMX
Compare and contrast key facts about Great-West Mid Cap Value Fund (MXMVX) and Clarkston Partners Fund (CISMX).
MXMVX is managed by Great-West. It was launched on May 15, 2008. CISMX is managed by Clarkston Funds. It was launched on Sep 15, 2015.
Performance
MXMVX vs. CISMX - Performance Comparison
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MXMVX vs. CISMX - 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% |
CISMX Clarkston Partners Fund | -4.68% | -8.37% | 4.49% | 6.41% | -0.40% | 7.94% | 17.42% | 23.98% | -7.25% | 12.84% |
Returns By Period
In the year-to-date period, MXMVX achieves a 0.64% return, which is significantly higher than CISMX's -4.68% return. Over the past 10 years, MXMVX has outperformed CISMX with an annualized return of 6.77%, while CISMX has yielded a comparatively lower 5.84% 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%
CISMX
- 1D
- 0.92%
- 1M
- -8.24%
- YTD
- -4.68%
- 6M
- -5.79%
- 1Y
- -7.11%
- 3Y*
- -0.97%
- 5Y*
- -1.61%
- 10Y*
- 5.84%
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MXMVX vs. CISMX - Expense Ratio Comparison
MXMVX has a 1.15% expense ratio, which is higher than CISMX's 1.00% expense ratio.
Return for Risk
MXMVX vs. CISMX — Risk / Return Rank
MXMVX
CISMX
MXMVX vs. CISMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West Mid Cap Value Fund (MXMVX) and Clarkston Partners Fund (CISMX). 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 | CISMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.60 | -0.35 | +0.96 |
Sortino ratioReturn per unit of downside risk | 0.99 | -0.40 | +1.39 |
Omega ratioGain probability vs. loss probability | 1.14 | 0.95 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 0.76 | -0.71 | +1.47 |
Martin ratioReturn relative to average drawdown | 3.47 | -1.71 | +5.18 |
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 | CISMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.60 | -0.35 | +0.96 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | -0.09 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.32 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.19 | 0.34 | -0.16 |
Correlation
The correlation between MXMVX and CISMX is 0.82, 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. CISMX - Dividend Comparison
MXMVX's dividend yield for the trailing twelve months is around 5.95%, more than CISMX's 4.88% 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% |
CISMX Clarkston Partners Fund | 4.88% | 4.65% | 1.05% | 3.76% | 16.95% | 0.81% | 3.73% | 3.79% | 7.15% | 1.30% | 1.17% | 0.09% |
Drawdowns
MXMVX vs. CISMX - Drawdown Comparison
The maximum MXMVX drawdown since its inception was -57.13%, which is greater than CISMX's maximum drawdown of -33.80%. Use the drawdown chart below to compare losses from any high point for MXMVX and CISMX.
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Drawdown Indicators
| MXMVX | CISMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.13% | -33.80% | -23.33% |
Max Drawdown (1Y)Largest decline over 1 year | -14.03% | -11.26% | -2.77% |
Max Drawdown (5Y)Largest decline over 5 years | -34.69% | -21.19% | -13.50% |
Max Drawdown (10Y)Largest decline over 10 years | -45.46% | -33.80% | -11.66% |
Current DrawdownCurrent decline from peak | -7.45% | -18.41% | +10.96% |
Average DrawdownAverage peak-to-trough decline | -12.62% | -6.55% | -6.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.23% | 4.67% | -1.44% |
Volatility
MXMVX vs. CISMX - Volatility Comparison
The current volatility for Great-West Mid Cap Value Fund (MXMVX) is 4.44%, while Clarkston Partners Fund (CISMX) has a volatility of 4.82%. This indicates that MXMVX experiences smaller price fluctuations and is considered to be less risky than CISMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXMVX | CISMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.44% | 4.82% | -0.38% |
Volatility (6M)Calculated over the trailing 6-month period | 9.67% | 12.44% | -2.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.68% | 19.82% | +0.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.67% | 17.36% | +2.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.55% | 18.21% | +2.34% |