MXSHX vs. BERIX
Compare and contrast key facts about Great-West SecureFoundation Balanced Fund (MXSHX) and Chartwell Income Fund (BERIX).
MXSHX is managed by Great-West. It was launched on Nov 12, 2009. BERIX is managed by Carillon Family of Funds. It was launched on Sep 2, 1987.
Performance
MXSHX vs. BERIX - Performance Comparison
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MXSHX vs. BERIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXSHX Great-West SecureFoundation Balanced Fund | -1.95% | 12.78% | 7.76% | 13.40% | -14.56% | 11.15% | 13.55% | 18.39% | -7.74% | 12.83% |
BERIX Chartwell Income Fund | 3.53% | 13.23% | 7.20% | 7.77% | -10.14% | 7.35% | 4.49% | 9.69% | -0.81% | 3.92% |
Returns By Period
In the year-to-date period, MXSHX achieves a -1.95% return, which is significantly lower than BERIX's 3.53% return. Over the past 10 years, MXSHX has outperformed BERIX with an annualized return of 6.30%, while BERIX has yielded a comparatively lower 4.99% annualized return.
MXSHX
- 1D
- 0.00%
- 1M
- -6.15%
- YTD
- -1.95%
- 6M
- -0.07%
- 1Y
- 10.92%
- 3Y*
- 8.92%
- 5Y*
- 4.36%
- 10Y*
- 6.30%
BERIX
- 1D
- 0.20%
- 1M
- -1.25%
- YTD
- 3.53%
- 6M
- 6.19%
- 1Y
- 13.23%
- 3Y*
- 9.06%
- 5Y*
- 4.94%
- 10Y*
- 4.99%
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MXSHX vs. BERIX - Expense Ratio Comparison
MXSHX has a 0.53% expense ratio, which is lower than BERIX's 0.64% expense ratio.
Return for Risk
MXSHX vs. BERIX — Risk / Return Rank
MXSHX
BERIX
MXSHX vs. BERIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West SecureFoundation Balanced Fund (MXSHX) and Chartwell Income Fund (BERIX). 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.
| MXSHX | BERIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 2.54 | -1.51 |
Sortino ratioReturn per unit of downside risk | 1.50 | 3.26 | -1.76 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.52 | -0.31 |
Calmar ratioReturn relative to maximum drawdown | 1.28 | 4.62 | -3.34 |
Martin ratioReturn relative to average drawdown | 5.60 | 17.20 | -11.60 |
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
| MXSHX | BERIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 2.54 | -1.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.84 | -0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.84 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 1.07 | -0.59 |
Correlation
The correlation between MXSHX and BERIX is 0.73, 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
MXSHX vs. BERIX - Dividend Comparison
MXSHX's dividend yield for the trailing twelve months is around 3.64%, more than BERIX's 3.58% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXSHX Great-West SecureFoundation Balanced Fund | 3.64% | 3.57% | 7.40% | 3.48% | 6.32% | 8.80% | 5.40% | 7.08% | 6.39% | 1.83% | 0.00% | 0.00% |
BERIX Chartwell Income Fund | 3.58% | 3.97% | 3.90% | 3.36% | 3.54% | 2.58% | 3.07% | 3.03% | 5.83% | 5.22% | 2.76% | 2.45% |
Drawdowns
MXSHX vs. BERIX - Drawdown Comparison
The maximum MXSHX drawdown since its inception was -23.44%, which is greater than BERIX's maximum drawdown of -20.34%. Use the drawdown chart below to compare losses from any high point for MXSHX and BERIX.
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Drawdown Indicators
| MXSHX | BERIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.44% | -20.34% | -3.10% |
Max Drawdown (1Y)Largest decline over 1 year | -7.86% | -2.95% | -4.91% |
Max Drawdown (5Y)Largest decline over 5 years | -23.44% | -15.73% | -7.71% |
Max Drawdown (10Y)Largest decline over 10 years | -23.44% | -20.34% | -3.10% |
Current DrawdownCurrent decline from peak | -6.40% | -1.25% | -5.15% |
Average DrawdownAverage peak-to-trough decline | -4.04% | -2.60% | -1.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.80% | 0.79% | +1.01% |
Volatility
MXSHX vs. BERIX - Volatility Comparison
Great-West SecureFoundation Balanced Fund (MXSHX) has a higher volatility of 3.66% compared to Chartwell Income Fund (BERIX) at 1.47%. This indicates that MXSHX's price experiences larger fluctuations and is considered to be riskier than BERIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXSHX | BERIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.66% | 1.47% | +2.19% |
Volatility (6M)Calculated over the trailing 6-month period | 6.18% | 4.28% | +1.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.78% | 5.38% | +5.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.16% | 5.94% | +5.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.15% | 6.00% | +5.15% |