MXXLX vs. MXBIX
Compare and contrast key facts about Great-West Lifetime 2055 Fund (MXXLX) and Great-West Bond Index Fund (MXBIX).
MXXLX is managed by Great-West. It was launched on Apr 30, 2009. MXBIX is managed by Great-West. It was launched on Dec 1, 1992.
Performance
MXXLX vs. MXBIX - Performance Comparison
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MXXLX vs. MXBIX - 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% |
MXBIX Great-West Bond Index Fund | -0.08% | 6.62% | 0.82% | 5.02% | -13.69% | -2.33% | 7.10% | 8.09% | -0.26% | 2.56% |
Returns By Period
In the year-to-date period, MXXLX achieves a -1.40% return, which is significantly lower than MXBIX's -0.08% return. Over the past 10 years, MXXLX has outperformed MXBIX with an annualized return of 8.61%, while MXBIX has yielded a comparatively lower 1.02% annualized return.
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%
MXBIX
- 1D
- 0.15%
- 1M
- -1.44%
- YTD
- -0.08%
- 6M
- 0.53%
- 1Y
- 3.49%
- 3Y*
- 3.11%
- 5Y*
- -0.30%
- 10Y*
- 1.02%
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MXXLX vs. MXBIX - Expense Ratio Comparison
MXXLX has a 0.57% expense ratio, which is higher than MXBIX's 0.50% expense ratio.
Return for Risk
MXXLX vs. MXBIX — Risk / Return Rank
MXXLX
MXBIX
MXXLX vs. MXBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West Lifetime 2055 Fund (MXXLX) and Great-West Bond Index Fund (MXBIX). 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 | MXBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 0.93 | +0.10 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.34 | +0.17 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.17 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 1.55 | -0.13 |
Martin ratioReturn relative to average drawdown | 6.39 | 4.48 | +1.91 |
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 | MXBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 0.93 | +0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | -0.05 | +0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.21 | +0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.09 | +0.35 |
Correlation
The correlation between MXXLX and MXBIX is -0.12. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
MXXLX vs. MXBIX - Dividend Comparison
MXXLX's dividend yield for the trailing twelve months is around 3.02%, more than MXBIX's 2.78% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
MXBIX Great-West Bond Index Fund | 2.78% | 2.78% | 2.42% | 1.98% | 1.32% | 1.51% | 2.83% | 1.06% | 1.33% | 0.70% |
Drawdowns
MXXLX vs. MXBIX - Drawdown Comparison
The maximum MXXLX drawdown since its inception was -33.59%, which is greater than MXBIX's maximum drawdown of -19.74%. Use the drawdown chart below to compare losses from any high point for MXXLX and MXBIX.
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Drawdown Indicators
| MXXLX | MXBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.59% | -19.74% | -13.85% |
Max Drawdown (1Y)Largest decline over 1 year | -11.36% | -2.77% | -8.59% |
Max Drawdown (5Y)Largest decline over 5 years | -28.94% | -18.70% | -10.24% |
Max Drawdown (10Y)Largest decline over 10 years | -33.59% | -19.74% | -13.85% |
Current DrawdownCurrent decline from peak | -6.66% | -5.63% | -1.03% |
Average DrawdownAverage peak-to-trough decline | -7.09% | -5.88% | -1.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 0.96% | +1.57% |
Volatility
MXXLX vs. MXBIX - Volatility Comparison
Great-West Lifetime 2055 Fund (MXXLX) has a higher volatility of 5.71% compared to Great-West Bond Index Fund (MXBIX) at 1.54%. This indicates that MXXLX's price experiences larger fluctuations and is considered to be riskier than MXBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXXLX | MXBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.71% | 1.54% | +4.17% |
Volatility (6M)Calculated over the trailing 6-month period | 9.11% | 2.50% | +6.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.85% | 4.43% | +11.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.57% | 6.02% | +9.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.41% | 4.92% | +11.49% |