MXSHX vs. BWBIX
Compare and contrast key facts about Great-West SecureFoundation Balanced Fund (MXSHX) and Baron WealthBuilder Fund (BWBIX).
MXSHX is managed by Great-West. It was launched on Nov 12, 2009. BWBIX is managed by Baron Capital Group, Inc.. It was launched on Dec 28, 2017.
Performance
MXSHX vs. BWBIX - Performance Comparison
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MXSHX vs. BWBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
MXSHX Great-West SecureFoundation Balanced Fund | -1.95% | 12.78% | 7.76% | 13.40% | -14.56% | 11.15% | 13.55% | 18.39% | -6.89% |
BWBIX Baron WealthBuilder Fund | -9.86% | 10.23% | 19.62% | 25.77% | -32.58% | 14.76% | 62.85% | 36.41% | -12.02% |
Returns By Period
In the year-to-date period, MXSHX achieves a -1.95% return, which is significantly higher than BWBIX's -9.86% 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%
BWBIX
- 1D
- -0.10%
- 1M
- -8.51%
- YTD
- -9.86%
- 6M
- -5.37%
- 1Y
- 7.86%
- 3Y*
- 10.63%
- 5Y*
- 2.69%
- 10Y*
- —
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MXSHX vs. BWBIX - Expense Ratio Comparison
MXSHX has a 0.53% expense ratio, which is higher than BWBIX's 0.05% expense ratio.
Return for Risk
MXSHX vs. BWBIX — Risk / Return Rank
MXSHX
BWBIX
MXSHX vs. BWBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West SecureFoundation Balanced Fund (MXSHX) and Baron WealthBuilder Fund (BWBIX). 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 | BWBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 0.41 | +0.62 |
Sortino ratioReturn per unit of downside risk | 1.50 | 0.75 | +0.75 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.10 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.28 | 0.46 | +0.82 |
Martin ratioReturn relative to average drawdown | 5.60 | 1.76 | +3.84 |
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 | BWBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 0.41 | +0.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.13 | +0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.47 | +0.01 |
Correlation
The correlation between MXSHX and BWBIX is 0.75, 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. BWBIX - Dividend Comparison
MXSHX's dividend yield for the trailing twelve months is around 3.64%, less than BWBIX's 8.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
BWBIX Baron WealthBuilder Fund | 8.44% | 7.61% | 0.77% | 0.06% | 3.21% | 3.75% | 1.24% | 3.51% | 0.14% | 0.00% |
Drawdowns
MXSHX vs. BWBIX - Drawdown Comparison
The maximum MXSHX drawdown since its inception was -23.44%, smaller than the maximum BWBIX drawdown of -39.14%. Use the drawdown chart below to compare losses from any high point for MXSHX and BWBIX.
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Drawdown Indicators
| MXSHX | BWBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.44% | -39.14% | +15.70% |
Max Drawdown (1Y)Largest decline over 1 year | -7.86% | -12.76% | +4.90% |
Max Drawdown (5Y)Largest decline over 5 years | -23.44% | -39.14% | +15.70% |
Max Drawdown (10Y)Largest decline over 10 years | -23.44% | — | — |
Current DrawdownCurrent decline from peak | -6.40% | -11.65% | +5.25% |
Average DrawdownAverage peak-to-trough decline | -4.04% | -11.88% | +7.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.80% | 3.35% | -1.55% |
Volatility
MXSHX vs. BWBIX - Volatility Comparison
The current volatility for Great-West SecureFoundation Balanced Fund (MXSHX) is 3.66%, while Baron WealthBuilder Fund (BWBIX) has a volatility of 4.45%. This indicates that MXSHX experiences smaller price fluctuations and is considered to be less risky than BWBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXSHX | BWBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.66% | 4.45% | -0.79% |
Volatility (6M)Calculated over the trailing 6-month period | 6.18% | 11.07% | -4.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.78% | 19.80% | -9.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.16% | 21.17% | -10.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.15% | 23.30% | -12.15% |