MXVIX vs. MXISX

In the year-to-date period, MXVIX achieves a 0.48% return, which is significantly higher than MXISX's -7.01% return. Over the past 10 years, MXVIX has outperformed MXISX with an annualized return of 8.05%, while MXISX has yielded a comparatively lower 0.40% annualized return.

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MXVIX has a 0.51% expense ratio, which is lower than MXISX's 0.56% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Great-West S&P 500 Index Fund (MXVIX) and Great-West S&P Small Cap 600 Index Fund (MXISX). 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.

The current MXVIX Sharpe Ratio is 0.65, which is higher than the MXISX Sharpe Ratio of -0.21. The chart below compares the historical Sharpe Ratios of MXVIX and MXISX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MXVIX's dividend yield for the trailing twelve months is around 0.52%, less than MXISX's 0.84% yield.

The maximum MXVIX drawdown since its inception was -58.12%, smaller than the maximum MXISX drawdown of -70.32%. Use the drawdown chart below to compare losses from any high point for MXVIX and MXISX. For additional features, visit the drawdowns tool.

Great-West S&P 500 Index Fund (MXVIX) and Great-West S&P Small Cap 600 Index Fund (MXISX) have volatilities of 6.19% and 6.41%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.