MXSHX vs. CSTAX
Compare and contrast key facts about Great-West SecureFoundation Balanced Fund (MXSHX) and American Funds College 2027 Fund (CSTAX).
MXSHX is managed by Great-West. It was launched on Nov 12, 2009. CSTAX is managed by American Funds. It was launched on Sep 13, 2012.
Performance
MXSHX vs. CSTAX - Performance Comparison
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MXSHX vs. CSTAX - 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% |
CSTAX American Funds College 2027 Fund | -0.65% | 9.00% | 5.57% | 6.57% | -9.87% | 6.52% | 7.66% | 13.35% | -2.23% | 11.77% |
Returns By Period
In the year-to-date period, MXSHX achieves a -1.95% return, which is significantly lower than CSTAX's -0.65% return. Over the past 10 years, MXSHX has outperformed CSTAX with an annualized return of 6.30%, while CSTAX has yielded a comparatively lower 4.97% 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%
CSTAX
- 1D
- 0.25%
- 1M
- -2.48%
- YTD
- -0.65%
- 6M
- 0.73%
- 1Y
- 5.79%
- 3Y*
- 5.94%
- 5Y*
- 2.92%
- 10Y*
- 4.97%
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MXSHX vs. CSTAX - Expense Ratio Comparison
MXSHX has a 0.53% expense ratio, which is higher than CSTAX's 0.41% expense ratio.
Return for Risk
MXSHX vs. CSTAX — Risk / Return Rank
MXSHX
CSTAX
MXSHX vs. CSTAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West SecureFoundation Balanced Fund (MXSHX) and American Funds College 2027 Fund (CSTAX). 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 | CSTAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 1.73 | -0.70 |
Sortino ratioReturn per unit of downside risk | 1.50 | 2.47 | -0.98 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.35 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.28 | 2.23 | -0.95 |
Martin ratioReturn relative to average drawdown | 5.60 | 9.16 | -3.56 |
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 | CSTAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 1.73 | -0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.57 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.86 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.86 | -0.38 |
Correlation
The correlation between MXSHX and CSTAX 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. CSTAX - Dividend Comparison
MXSHX's dividend yield for the trailing twelve months is around 3.64%, less than CSTAX's 5.30% 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% |
CSTAX American Funds College 2027 Fund | 5.30% | 5.26% | 3.78% | 3.17% | 3.40% | 7.52% | 5.72% | 4.00% | 4.78% | 3.90% | 4.34% | 4.49% |
Drawdowns
MXSHX vs. CSTAX - Drawdown Comparison
The maximum MXSHX drawdown since its inception was -23.44%, which is greater than CSTAX's maximum drawdown of -14.52%. Use the drawdown chart below to compare losses from any high point for MXSHX and CSTAX.
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Drawdown Indicators
| MXSHX | CSTAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.44% | -14.52% | -8.92% |
Max Drawdown (1Y)Largest decline over 1 year | -7.86% | -2.72% | -5.14% |
Max Drawdown (5Y)Largest decline over 5 years | -23.44% | -14.52% | -8.92% |
Max Drawdown (10Y)Largest decline over 10 years | -23.44% | -14.52% | -8.92% |
Current DrawdownCurrent decline from peak | -6.40% | -2.48% | -3.92% |
Average DrawdownAverage peak-to-trough decline | -4.04% | -2.37% | -1.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.80% | 0.66% | +1.14% |
Volatility
MXSHX vs. CSTAX - Volatility Comparison
Great-West SecureFoundation Balanced Fund (MXSHX) has a higher volatility of 3.66% compared to American Funds College 2027 Fund (CSTAX) at 1.32%. This indicates that MXSHX's price experiences larger fluctuations and is considered to be riskier than CSTAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXSHX | CSTAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.66% | 1.32% | +2.34% |
Volatility (6M)Calculated over the trailing 6-month period | 6.18% | 2.05% | +4.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.78% | 3.47% | +7.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.16% | 5.16% | +6.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.15% | 5.82% | +5.33% |