MXSHX vs. MXBIX
Compare and contrast key facts about Great-West SecureFoundation Balanced Fund (MXSHX) and Great-West Bond Index Fund (MXBIX).
MXSHX is managed by Great-West. It was launched on Nov 12, 2009. MXBIX is managed by Great-West. It was launched on Dec 1, 1992.
Performance
MXSHX vs. MXBIX - Performance Comparison
Loading graphics...
MXSHX vs. MXBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXSHX Great-West SecureFoundation Balanced Fund | -0.21% | 12.78% | 7.76% | 13.40% | -14.56% | 11.15% | 13.55% | 18.39% | -7.74% | 12.83% |
MXBIX Great-West Bond Index Fund | -0.08% | 6.62% | 0.82% | 5.02% | -13.69% | -2.33% | 7.10% | 8.09% | -0.26% | 2.56% |
Returns By Period
In the year-to-date period, MXSHX achieves a -0.21% return, which is significantly lower than MXBIX's -0.08% return. Over the past 10 years, MXSHX has outperformed MXBIX with an annualized return of 6.49%, while MXBIX has yielded a comparatively lower 1.02% annualized return.
MXSHX
- 1D
- 1.78%
- 1M
- -4.16%
- YTD
- -0.21%
- 6M
- 1.35%
- 1Y
- 12.55%
- 3Y*
- 9.56%
- 5Y*
- 4.70%
- 10Y*
- 6.49%
MXBIX
- 1D
- 0.15%
- 1M
- -1.44%
- YTD
- -0.08%
- 6M
- 0.53%
- 1Y
- 3.49%
- 3Y*
- 3.11%
- 5Y*
- -0.30%
- 10Y*
- 1.02%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MXSHX vs. MXBIX - Expense Ratio Comparison
MXSHX has a 0.53% expense ratio, which is higher than MXBIX's 0.50% expense ratio.
Return for Risk
MXSHX vs. MXBIX — Risk / Return Rank
MXSHX
MXBIX
MXSHX vs. MXBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West SecureFoundation Balanced Fund (MXSHX) and Great-West Bond Index Fund (MXBIX). 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 | MXBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.19 | 0.93 | +0.26 |
Sortino ratioReturn per unit of downside risk | 1.73 | 1.34 | +0.39 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.17 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.65 | 1.55 | +0.10 |
Martin ratioReturn relative to average drawdown | 7.12 | 4.48 | +2.63 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MXSHX | MXBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 0.93 | +0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | -0.05 | +0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.21 | +0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.09 | +0.40 |
Correlation
The correlation between MXSHX and MXBIX is -0.02. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
MXSHX vs. MXBIX - Dividend Comparison
MXSHX's dividend yield for the trailing twelve months is around 3.58%, more than MXBIX's 2.78% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXSHX Great-West SecureFoundation Balanced Fund | 3.58% | 3.57% | 7.40% | 3.48% | 6.32% | 8.80% | 5.40% | 7.08% | 6.39% | 1.83% |
MXBIX Great-West Bond Index Fund | 2.78% | 2.78% | 2.42% | 1.98% | 1.32% | 1.51% | 2.83% | 1.06% | 1.33% | 0.70% |
Drawdowns
MXSHX vs. MXBIX - Drawdown Comparison
The maximum MXSHX drawdown since its inception was -23.44%, which is greater than MXBIX's maximum drawdown of -19.74%. Use the drawdown chart below to compare losses from any high point for MXSHX and MXBIX.
Loading graphics...
Drawdown Indicators
| MXSHX | MXBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.44% | -19.74% | -3.70% |
Max Drawdown (1Y)Largest decline over 1 year | -7.86% | -2.77% | -5.09% |
Max Drawdown (5Y)Largest decline over 5 years | -23.44% | -18.70% | -4.74% |
Max Drawdown (10Y)Largest decline over 10 years | -23.44% | -19.74% | -3.70% |
Current DrawdownCurrent decline from peak | -4.73% | -5.63% | +0.90% |
Average DrawdownAverage peak-to-trough decline | -4.04% | -5.88% | +1.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.82% | 0.96% | +0.86% |
Volatility
MXSHX vs. MXBIX - Volatility Comparison
Great-West SecureFoundation Balanced Fund (MXSHX) has a higher volatility of 4.20% compared to Great-West Bond Index Fund (MXBIX) at 1.54%. This indicates that MXSHX's price experiences larger fluctuations and is considered to be riskier than MXBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MXSHX | MXBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.20% | 1.54% | +2.66% |
Volatility (6M)Calculated over the trailing 6-month period | 6.43% | 2.50% | +3.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.89% | 4.43% | +6.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.19% | 6.02% | +5.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.17% | 4.92% | +6.25% |