MXSHX vs. PALDX
Compare and contrast key facts about Great-West SecureFoundation Balanced Fund (MXSHX) and PGIM 60/40 Allocation Fund (PALDX).
MXSHX is managed by Great-West. It was launched on Nov 12, 2009. PALDX is managed by PGIM. It was launched on Sep 12, 2017.
Performance
MXSHX vs. PALDX - Performance Comparison
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MXSHX vs. PALDX - 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% | 6.42% |
PALDX PGIM 60/40 Allocation Fund | -1.78% | 13.62% | 18.96% | 18.90% | -15.65% | 16.30% | 10.68% | 22.27% | -4.12% | 5.95% |
Returns By Period
In the year-to-date period, MXSHX achieves a -0.21% return, which is significantly higher than PALDX's -1.78% 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%
PALDX
- 1D
- 1.92%
- 1M
- -3.56%
- YTD
- -1.78%
- 6M
- 0.52%
- 1Y
- 14.14%
- 3Y*
- 14.44%
- 5Y*
- 8.20%
- 10Y*
- —
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MXSHX vs. PALDX - Expense Ratio Comparison
MXSHX has a 0.53% expense ratio, which is higher than PALDX's 0.03% expense ratio.
Return for Risk
MXSHX vs. PALDX — Risk / Return Rank
MXSHX
PALDX
MXSHX vs. PALDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West SecureFoundation Balanced Fund (MXSHX) and PGIM 60/40 Allocation Fund (PALDX). 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 | PALDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.19 | 1.26 | -0.07 |
Sortino ratioReturn per unit of downside risk | 1.73 | 1.86 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.28 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.65 | 1.82 | -0.17 |
Martin ratioReturn relative to average drawdown | 7.12 | 8.67 | -1.56 |
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 | PALDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 1.26 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.68 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.73 | -0.24 |
Correlation
The correlation between MXSHX and PALDX is 0.78, 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. PALDX - Dividend Comparison
MXSHX's dividend yield for the trailing twelve months is around 3.58%, less than PALDX's 5.52% 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% |
PALDX PGIM 60/40 Allocation Fund | 5.52% | 5.42% | 10.40% | 2.94% | 6.19% | 6.87% | 2.58% | 4.58% | 3.65% | 1.48% |
Drawdowns
MXSHX vs. PALDX - Drawdown Comparison
The maximum MXSHX drawdown since its inception was -23.44%, smaller than the maximum PALDX drawdown of -26.16%. Use the drawdown chart below to compare losses from any high point for MXSHX and PALDX.
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Drawdown Indicators
| MXSHX | PALDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.44% | -26.16% | +2.72% |
Max Drawdown (1Y)Largest decline over 1 year | -7.86% | -8.20% | +0.34% |
Max Drawdown (5Y)Largest decline over 5 years | -23.44% | -20.47% | -2.97% |
Max Drawdown (10Y)Largest decline over 10 years | -23.44% | — | — |
Current DrawdownCurrent decline from peak | -4.73% | -4.16% | -0.57% |
Average DrawdownAverage peak-to-trough decline | -4.04% | -4.16% | +0.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.82% | 1.72% | +0.10% |
Volatility
MXSHX vs. PALDX - Volatility Comparison
Great-West SecureFoundation Balanced Fund (MXSHX) has a higher volatility of 4.20% compared to PGIM 60/40 Allocation Fund (PALDX) at 3.74%. This indicates that MXSHX's price experiences larger fluctuations and is considered to be riskier than PALDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXSHX | PALDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.20% | 3.74% | +0.46% |
Volatility (6M)Calculated over the trailing 6-month period | 6.43% | 6.16% | +0.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.89% | 11.65% | -0.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.19% | 12.11% | -0.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.17% | 12.76% | -1.59% |