MXXLX vs. MXISX
Compare and contrast key facts about Great-West Lifetime 2055 Fund (MXXLX) and Great-West S&P Small Cap 600 Index Fund (MXISX).
MXXLX is managed by Great-West. It was launched on Apr 30, 2009. MXISX is managed by Great-West. It was launched on Dec 1, 1993.
Performance
MXXLX vs. MXISX - Performance Comparison
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MXXLX vs. MXISX - 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% |
MXISX Great-West S&P Small Cap 600 Index Fund | 3.41% | 5.53% | 7.87% | 14.61% | -16.60% | 26.08% | 10.73% | 21.46% | -9.22% | 11.80% |
Returns By Period
In the year-to-date period, MXXLX achieves a -1.40% return, which is significantly lower than MXISX's 3.41% return. Both investments have delivered pretty close results over the past 10 years, with MXXLX having a 8.61% annualized return and MXISX not far ahead at 8.96%.
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%
MXISX
- 1D
- 2.85%
- 1M
- -4.71%
- YTD
- 3.41%
- 6M
- 4.73%
- 1Y
- 19.70%
- 3Y*
- 9.60%
- 5Y*
- 3.72%
- 10Y*
- 8.96%
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MXXLX vs. MXISX - Expense Ratio Comparison
MXXLX has a 0.57% expense ratio, which is higher than MXISX's 0.56% expense ratio.
Return for Risk
MXXLX vs. MXISX — Risk / Return Rank
MXXLX
MXISX
MXXLX vs. MXISX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West Lifetime 2055 Fund (MXXLX) 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.
| MXXLX | MXISX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 0.88 | +0.15 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.37 | +0.14 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.19 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 1.20 | +0.22 |
Martin ratioReturn relative to average drawdown | 6.39 | 4.94 | +1.46 |
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 | MXISX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 0.88 | +0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.17 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.38 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.19 | +0.25 |
Correlation
The correlation between MXXLX and MXISX is 0.77, 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. MXISX - Dividend Comparison
MXXLX's dividend yield for the trailing twelve months is around 3.02%, less than MXISX's 7.20% 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% |
MXISX Great-West S&P Small Cap 600 Index Fund | 7.20% | 7.45% | 4.53% | 2.41% | 6.55% | 10.79% | 6.55% | 6.71% | 14.30% | 8.68% | 4.94% | 10.96% |
Drawdowns
MXXLX vs. MXISX - Drawdown Comparison
The maximum MXXLX drawdown since its inception was -33.59%, smaller than the maximum MXISX drawdown of -70.66%. Use the drawdown chart below to compare losses from any high point for MXXLX and MXISX.
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Drawdown Indicators
| MXXLX | MXISX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.59% | -70.66% | +37.07% |
Max Drawdown (1Y)Largest decline over 1 year | -11.36% | -14.88% | +3.52% |
Max Drawdown (5Y)Largest decline over 5 years | -28.94% | -28.07% | -0.87% |
Max Drawdown (10Y)Largest decline over 10 years | -33.59% | -44.78% | +11.19% |
Current DrawdownCurrent decline from peak | -6.66% | -5.79% | -0.87% |
Average DrawdownAverage peak-to-trough decline | -7.09% | -21.97% | +14.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 3.95% | -1.42% |
Volatility
MXXLX vs. MXISX - Volatility Comparison
The current volatility for Great-West Lifetime 2055 Fund (MXXLX) is 5.71%, while Great-West S&P Small Cap 600 Index Fund (MXISX) has a volatility of 6.28%. This indicates that MXXLX experiences smaller price fluctuations and is considered to be less risky than MXISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXXLX | MXISX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.71% | 6.28% | -0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 9.11% | 13.02% | -3.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.85% | 24.24% | -8.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.57% | 21.86% | -6.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.41% | 23.84% | -7.43% |