MXXLX vs. MXVIX
Compare and contrast key facts about Great-West Lifetime 2055 Fund (MXXLX) and Great-West S&P 500 Index Fund (MXVIX).
MXXLX is managed by Great-West. It was launched on Apr 30, 2009. MXVIX is managed by Great-West. It was launched on Sep 8, 2003.
Performance
MXXLX vs. MXVIX - Performance Comparison
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MXXLX vs. MXVIX - 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% |
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% |
Returns By Period
In the year-to-date period, MXXLX achieves a -1.40% return, which is significantly higher than MXVIX's -4.44% return. Over the past 10 years, MXXLX has underperformed MXVIX with an annualized return of 8.61%, while MXVIX has yielded a comparatively higher 13.12% 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%
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%
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MXXLX vs. MXVIX - Expense Ratio Comparison
MXXLX has a 0.57% expense ratio, which is higher than MXVIX's 0.51% expense ratio.
Return for Risk
MXXLX vs. MXVIX — Risk / Return Rank
MXXLX
MXVIX
MXXLX vs. MXVIX - 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 500 Index Fund (MXVIX). 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 | MXVIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 0.94 | +0.08 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.51 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.22 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 1.25 | +0.17 |
Martin ratioReturn relative to average drawdown | 6.39 | 5.89 | +0.51 |
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 | MXVIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 0.94 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.68 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.73 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.45 | -0.01 |
Correlation
The correlation between MXXLX and MXVIX is 0.84, 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. MXVIX - Dividend Comparison
MXXLX's dividend yield for the trailing twelve months is around 3.02%, more than MXVIX's 0.40% 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% |
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% |
Drawdowns
MXXLX vs. MXVIX - Drawdown Comparison
The maximum MXXLX drawdown since its inception was -33.59%, smaller than the maximum MXVIX drawdown of -58.12%. Use the drawdown chart below to compare losses from any high point for MXXLX and MXVIX.
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Drawdown Indicators
| MXXLX | MXVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.59% | -58.12% | +24.53% |
Max Drawdown (1Y)Largest decline over 1 year | -11.36% | -12.13% | +0.77% |
Max Drawdown (5Y)Largest decline over 5 years | -28.94% | -24.74% | -4.20% |
Max Drawdown (10Y)Largest decline over 10 years | -33.59% | -33.82% | +0.23% |
Current DrawdownCurrent decline from peak | -6.66% | -6.29% | -0.37% |
Average DrawdownAverage peak-to-trough decline | -7.09% | -8.74% | +1.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 2.92% | -0.39% |
Volatility
MXXLX vs. MXVIX - Volatility Comparison
Great-West Lifetime 2055 Fund (MXXLX) has a higher volatility of 5.71% compared to Great-West S&P 500 Index Fund (MXVIX) at 5.33%. This indicates that MXXLX's price experiences larger fluctuations and is considered to be riskier than MXVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXXLX | MXVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.71% | 5.33% | +0.38% |
Volatility (6M)Calculated over the trailing 6-month period | 9.11% | 9.52% | -0.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.85% | 19.39% | -3.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.57% | 17.21% | -1.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.41% | 18.20% | -1.79% |