MXVIX vs. MXBSX
Compare and contrast key facts about Great-West S&P 500 Index Fund (MXVIX) and Great-West Lifetime 2050 Fund (MXBSX).
MXVIX is managed by Great-West. It was launched on Sep 8, 2003. MXBSX is managed by Great-West. It was launched on Apr 27, 2016.
Performance
MXVIX vs. MXBSX - Performance Comparison
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MXVIX vs. MXBSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXVIX Great-West S&P 500 Index Fund | -4.44% | 17.30% | 24.31% | 25.57% | -18.56% | 29.04% | 16.96% | 30.84% | -5.32% | 21.05% |
MXBSX Great-West Lifetime 2050 Fund | -3.81% | 17.70% | 11.16% | 17.79% | -16.61% | 16.82% | 13.96% | 26.31% | -10.30% | 20.41% |
Returns By Period
In the year-to-date period, MXVIX achieves a -4.44% return, which is significantly lower than MXBSX's -3.81% return.
MXVIX
- 1D
- 2.92%
- 1M
- -5.06%
- YTD
- -4.44%
- 6M
- -2.36%
- 1Y
- 16.78%
- 3Y*
- 17.69%
- 5Y*
- 11.49%
- 10Y*
- 13.12%
MXBSX
- 1D
- -0.16%
- 1M
- -8.52%
- YTD
- -3.81%
- 6M
- -1.40%
- 1Y
- 13.32%
- 3Y*
- 11.93%
- 5Y*
- 6.37%
- 10Y*
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MXVIX vs. MXBSX - Expense Ratio Comparison
MXVIX has a 0.51% expense ratio, which is higher than MXBSX's 0.12% expense ratio.
Return for Risk
MXVIX vs. MXBSX — Risk / Return Rank
MXVIX
MXBSX
MXVIX vs. MXBSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West S&P 500 Index Fund (MXVIX) and Great-West Lifetime 2050 Fund (MXBSX). 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.
| MXVIX | MXBSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 0.85 | +0.09 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.27 | +0.23 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.19 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.25 | 1.05 | +0.20 |
Martin ratioReturn relative to average drawdown | 5.89 | 4.74 | +1.14 |
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
| MXVIX | MXBSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 0.85 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.40 | +0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.56 | -0.12 |
Correlation
The correlation between MXVIX and MXBSX is 0.76, 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
MXVIX vs. MXBSX - Dividend Comparison
MXVIX's dividend yield for the trailing twelve months is around 0.40%, less than MXBSX's 5.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXVIX Great-West S&P 500 Index Fund | 0.40% | 0.38% | 0.95% | 5.22% | 1.25% | 4.97% | 8.27% | 5.11% | 10.56% | 2.06% |
MXBSX Great-West Lifetime 2050 Fund | 5.48% | 5.27% | 7.38% | 5.63% | 10.66% | 11.14% | 6.57% | 9.46% | 8.18% | 3.54% |
Drawdowns
MXVIX vs. MXBSX - Drawdown Comparison
The maximum MXVIX drawdown since its inception was -58.12%, which is greater than MXBSX's maximum drawdown of -31.88%. Use the drawdown chart below to compare losses from any high point for MXVIX and MXBSX.
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Drawdown Indicators
| MXVIX | MXBSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.12% | -31.88% | -26.24% |
Max Drawdown (1Y)Largest decline over 1 year | -12.13% | -11.16% | -0.97% |
Max Drawdown (5Y)Largest decline over 5 years | -24.74% | -29.68% | +4.94% |
Max Drawdown (10Y)Largest decline over 10 years | -33.82% | — | — |
Current DrawdownCurrent decline from peak | -6.29% | -8.80% | +2.51% |
Average DrawdownAverage peak-to-trough decline | -8.74% | -6.02% | -2.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 2.47% | +0.45% |
Volatility
MXVIX vs. MXBSX - Volatility Comparison
Great-West S&P 500 Index Fund (MXVIX) has a higher volatility of 5.33% compared to Great-West Lifetime 2050 Fund (MXBSX) at 4.63%. This indicates that MXVIX's price experiences larger fluctuations and is considered to be riskier than MXBSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXVIX | MXBSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.33% | 4.63% | +0.70% |
Volatility (6M)Calculated over the trailing 6-month period | 9.52% | 8.83% | +0.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.39% | 15.80% | +3.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.21% | 15.83% | +1.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.20% | 16.37% | +1.83% |