MXXLX vs. LTIUX
Compare and contrast key facts about Great-West Lifetime 2055 Fund (MXXLX) and Principal LifeTime 2035 Fund (LTIUX).
MXXLX is managed by Great-West. It was launched on Apr 30, 2009. LTIUX is managed by Principal. It was launched on Feb 28, 2008.
Performance
MXXLX vs. LTIUX - Performance Comparison
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MXXLX vs. LTIUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXXLX Great-West Lifetime 2055 Fund | -1.40% | 17.54% | 10.65% | 17.25% | -17.19% | 16.12% | 13.57% | 25.75% | -13.05% | 21.19% |
LTIUX Principal LifeTime 2035 Fund | -1.66% | 14.26% | 14.13% | 16.51% | -17.48% | 14.07% | 15.70% | 23.48% | -7.37% | 19.69% |
Returns By Period
In the year-to-date period, MXXLX achieves a -1.40% return, which is significantly higher than LTIUX's -1.66% return. Both investments have delivered pretty close results over the past 10 years, with MXXLX having a 8.61% annualized return and LTIUX not far ahead at 8.91%.
MXXLX
- 1D
- 2.70%
- 1M
- -5.81%
- YTD
- -1.40%
- 6M
- 0.73%
- 1Y
- 15.89%
- 3Y*
- 12.50%
- 5Y*
- 6.40%
- 10Y*
- 8.61%
LTIUX
- 1D
- 2.11%
- 1M
- -3.97%
- YTD
- -1.66%
- 6M
- -0.15%
- 1Y
- 11.84%
- 3Y*
- 12.40%
- 5Y*
- 6.02%
- 10Y*
- 8.91%
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MXXLX vs. LTIUX - Expense Ratio Comparison
MXXLX has a 0.57% expense ratio, which is higher than LTIUX's 0.01% expense ratio.
Return for Risk
MXXLX vs. LTIUX — Risk / Return Rank
MXXLX
LTIUX
MXXLX vs. LTIUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West Lifetime 2055 Fund (MXXLX) and Principal LifeTime 2035 Fund (LTIUX). 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.
| MXXLX | LTIUX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 1.08 | -0.06 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.61 | -0.09 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.23 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 1.46 | -0.03 |
Martin ratioReturn relative to average drawdown | 6.39 | 6.81 | -0.41 |
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
| MXXLX | LTIUX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.08 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.51 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.72 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.45 | -0.01 |
Correlation
The correlation between MXXLX and LTIUX is 0.89, 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
MXXLX vs. LTIUX - Dividend Comparison
MXXLX's dividend yield for the trailing twelve months is around 3.02%, less than LTIUX's 9.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXXLX Great-West Lifetime 2055 Fund | 3.02% | 2.97% | 4.27% | 3.42% | 7.87% | 8.92% | 5.05% | 9.47% | 10.16% | 2.95% | 0.00% | 0.00% |
LTIUX Principal LifeTime 2035 Fund | 9.18% | 9.03% | 9.46% | 4.17% | 7.50% | 7.06% | 5.35% | 7.28% | 7.75% | 5.46% | 4.28% | 5.59% |
Drawdowns
MXXLX vs. LTIUX - Drawdown Comparison
The maximum MXXLX drawdown since its inception was -33.59%, smaller than the maximum LTIUX drawdown of -49.65%. Use the drawdown chart below to compare losses from any high point for MXXLX and LTIUX.
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Drawdown Indicators
| MXXLX | LTIUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.59% | -49.65% | +16.06% |
Max Drawdown (1Y)Largest decline over 1 year | -11.36% | -8.44% | -2.92% |
Max Drawdown (5Y)Largest decline over 5 years | -28.94% | -24.23% | -4.71% |
Max Drawdown (10Y)Largest decline over 10 years | -33.59% | -28.12% | -5.47% |
Current DrawdownCurrent decline from peak | -6.66% | -4.60% | -2.06% |
Average DrawdownAverage peak-to-trough decline | -7.09% | -6.76% | -0.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 1.80% | +0.73% |
Volatility
MXXLX vs. LTIUX - Volatility Comparison
Great-West Lifetime 2055 Fund (MXXLX) has a higher volatility of 5.71% compared to Principal LifeTime 2035 Fund (LTIUX) at 4.44%. This indicates that MXXLX's price experiences larger fluctuations and is considered to be riskier than LTIUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXXLX | LTIUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.71% | 4.44% | +1.27% |
Volatility (6M)Calculated over the trailing 6-month period | 9.11% | 6.70% | +2.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.85% | 11.29% | +4.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.57% | 11.83% | +3.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.41% | 12.47% | +3.94% |