MXSHX vs. TSAIX
Compare and contrast key facts about Great-West SecureFoundation Balanced Fund (MXSHX) and TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX).
MXSHX is managed by Great-West. It was launched on Nov 12, 2009. TSAIX is managed by TIAA Investments. It was launched on Dec 8, 2011.
Performance
MXSHX vs. TSAIX - Performance Comparison
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MXSHX vs. TSAIX - 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% |
TSAIX TIAA-CREF Lifestyle Aggressive Growth Fund | -5.91% | 20.04% | 15.46% | 22.72% | -19.57% | 17.10% | 19.69% | 27.97% | -11.27% | 22.35% |
Returns By Period
In the year-to-date period, MXSHX achieves a -1.95% return, which is significantly higher than TSAIX's -5.91% return. Over the past 10 years, MXSHX has underperformed TSAIX with an annualized return of 6.30%, while TSAIX has yielded a comparatively higher 10.54% 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%
TSAIX
- 1D
- -0.38%
- 1M
- -9.58%
- YTD
- -5.91%
- 6M
- -3.06%
- 1Y
- 15.39%
- 3Y*
- 14.41%
- 5Y*
- 7.42%
- 10Y*
- 10.54%
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MXSHX vs. TSAIX - Expense Ratio Comparison
MXSHX has a 0.53% expense ratio, which is higher than TSAIX's 0.04% expense ratio.
Return for Risk
MXSHX vs. TSAIX — Risk / Return Rank
MXSHX
TSAIX
MXSHX vs. TSAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West SecureFoundation Balanced Fund (MXSHX) and TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX). 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 | TSAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 0.92 | +0.11 |
Sortino ratioReturn per unit of downside risk | 1.50 | 1.37 | +0.13 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.20 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.28 | 1.08 | +0.21 |
Martin ratioReturn relative to average drawdown | 5.60 | 4.80 | +0.81 |
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 | TSAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 0.92 | +0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.46 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.60 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.65 | -0.18 |
Correlation
The correlation between MXSHX and TSAIX is 0.84, 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. TSAIX - Dividend Comparison
MXSHX's dividend yield for the trailing twelve months is around 3.64%, less than TSAIX's 7.84% 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% |
TSAIX TIAA-CREF Lifestyle Aggressive Growth Fund | 7.84% | 7.38% | 2.94% | 1.81% | 9.27% | 11.82% | 5.59% | 5.71% | 5.71% | 1.13% | 4.12% | 7.19% |
Drawdowns
MXSHX vs. TSAIX - Drawdown Comparison
The maximum MXSHX drawdown since its inception was -23.44%, smaller than the maximum TSAIX drawdown of -34.58%. Use the drawdown chart below to compare losses from any high point for MXSHX and TSAIX.
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Drawdown Indicators
| MXSHX | TSAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.44% | -34.58% | +11.14% |
Max Drawdown (1Y)Largest decline over 1 year | -7.86% | -11.72% | +3.86% |
Max Drawdown (5Y)Largest decline over 5 years | -23.44% | -28.28% | +4.84% |
Max Drawdown (10Y)Largest decline over 10 years | -23.44% | -34.58% | +11.14% |
Current DrawdownCurrent decline from peak | -6.40% | -10.28% | +3.88% |
Average DrawdownAverage peak-to-trough decline | -4.04% | -4.96% | +0.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.80% | 2.77% | -0.97% |
Volatility
MXSHX vs. TSAIX - Volatility Comparison
The current volatility for Great-West SecureFoundation Balanced Fund (MXSHX) is 3.66%, while TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX) has a volatility of 5.29%. This indicates that MXSHX experiences smaller price fluctuations and is considered to be less risky than TSAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXSHX | TSAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.66% | 5.29% | -1.63% |
Volatility (6M)Calculated over the trailing 6-month period | 6.18% | 9.81% | -3.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.78% | 17.09% | -6.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.16% | 16.15% | -4.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.15% | 17.59% | -6.44% |