MXXLX vs. SSFNX
Compare and contrast key facts about Great-West Lifetime 2055 Fund (MXXLX) and State Street Target Retirement Fund (SSFNX).
MXXLX is managed by Great-West. It was launched on Apr 30, 2009. SSFNX is managed by State Street. It was launched on Sep 29, 2014.
Performance
MXXLX vs. SSFNX - Performance Comparison
Loading graphics...
MXXLX vs. SSFNX - 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% |
SSFNX State Street Target Retirement Fund | 0.53% | 10.93% | 7.05% | 10.73% | -12.21% | 6.87% | 10.26% | 13.97% | -2.49% | 8.92% |
Returns By Period
In the year-to-date period, MXXLX achieves a -1.40% return, which is significantly lower than SSFNX's 0.53% return. Over the past 10 years, MXXLX has outperformed SSFNX with an annualized return of 8.61%, while SSFNX has yielded a comparatively lower 5.51% 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%
SSFNX
- 1D
- 0.89%
- 1M
- -2.15%
- YTD
- 0.53%
- 6M
- 1.71%
- 1Y
- 9.67%
- 3Y*
- 8.33%
- 5Y*
- 4.02%
- 10Y*
- 5.51%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MXXLX vs. SSFNX - Expense Ratio Comparison
MXXLX has a 0.57% expense ratio, which is higher than SSFNX's 0.10% expense ratio.
Return for Risk
MXXLX vs. SSFNX — Risk / Return Rank
MXXLX
SSFNX
MXXLX vs. SSFNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West Lifetime 2055 Fund (MXXLX) and State Street Target Retirement Fund (SSFNX). 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 | SSFNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 1.72 | -0.70 |
Sortino ratioReturn per unit of downside risk | 1.51 | 2.45 | -0.93 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.38 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 2.21 | -0.79 |
Martin ratioReturn relative to average drawdown | 6.39 | 10.50 | -4.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MXXLX | SSFNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.72 | -0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.62 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.84 | -0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.78 | -0.34 |
Correlation
The correlation between MXXLX and SSFNX is 0.79, 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. SSFNX - Dividend Comparison
MXXLX's dividend yield for the trailing twelve months is around 3.02%, less than SSFNX's 4.84% 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% |
SSFNX State Street Target Retirement Fund | 4.84% | 4.86% | 5.78% | 5.26% | 5.12% | 6.69% | 1.61% | 3.35% | 4.40% | 2.72% | 1.84% | 2.05% |
Drawdowns
MXXLX vs. SSFNX - Drawdown Comparison
The maximum MXXLX drawdown since its inception was -33.59%, which is greater than SSFNX's maximum drawdown of -16.62%. Use the drawdown chart below to compare losses from any high point for MXXLX and SSFNX.
Loading graphics...
Drawdown Indicators
| MXXLX | SSFNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.59% | -16.62% | -16.97% |
Max Drawdown (1Y)Largest decline over 1 year | -11.36% | -4.51% | -6.85% |
Max Drawdown (5Y)Largest decline over 5 years | -28.94% | -16.62% | -12.32% |
Max Drawdown (10Y)Largest decline over 10 years | -33.59% | -16.62% | -16.97% |
Current DrawdownCurrent decline from peak | -6.66% | -2.49% | -4.17% |
Average DrawdownAverage peak-to-trough decline | -7.09% | -2.55% | -4.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 0.95% | +1.58% |
Volatility
MXXLX vs. SSFNX - Volatility Comparison
Great-West Lifetime 2055 Fund (MXXLX) has a higher volatility of 5.71% compared to State Street Target Retirement Fund (SSFNX) at 2.18%. This indicates that MXXLX's price experiences larger fluctuations and is considered to be riskier than SSFNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MXXLX | SSFNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.71% | 2.18% | +3.53% |
Volatility (6M)Calculated over the trailing 6-month period | 9.11% | 3.34% | +5.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.85% | 5.76% | +10.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.57% | 6.57% | +9.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.41% | 6.55% | +9.86% |