MXXLX vs. URINX
Compare and contrast key facts about Great-West Lifetime 2055 Fund (MXXLX) and USAA Target Retirement Income Fund (URINX).
MXXLX is managed by Great-West. It was launched on Apr 30, 2009. URINX is managed by Victory. It was launched on Jul 30, 2008.
Performance
MXXLX vs. URINX - Performance Comparison
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MXXLX vs. URINX - 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% |
URINX USAA Target Retirement Income Fund | 0.62% | 12.36% | 6.66% | 10.79% | -10.38% | 6.47% | 8.74% | 11.72% | -3.00% | 8.34% |
Returns By Period
In the year-to-date period, MXXLX achieves a -1.40% return, which is significantly lower than URINX's 0.62% return. Over the past 10 years, MXXLX has outperformed URINX with an annualized return of 8.61%, while URINX has yielded a comparatively lower 5.47% 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%
URINX
- 1D
- 1.07%
- 1M
- -2.47%
- YTD
- 0.62%
- 6M
- 2.27%
- 1Y
- 10.88%
- 3Y*
- 8.94%
- 5Y*
- 4.52%
- 10Y*
- 5.47%
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MXXLX vs. URINX - Expense Ratio Comparison
MXXLX has a 0.57% expense ratio, which is higher than URINX's 0.04% expense ratio.
Return for Risk
MXXLX vs. URINX — Risk / Return Rank
MXXLX
URINX
MXXLX vs. URINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West Lifetime 2055 Fund (MXXLX) and USAA Target Retirement Income Fund (URINX). 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 | URINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 1.83 | -0.81 |
Sortino ratioReturn per unit of downside risk | 1.51 | 2.62 | -1.10 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.38 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 2.52 | -1.09 |
Martin ratioReturn relative to average drawdown | 6.39 | 10.91 | -4.52 |
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 | URINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.83 | -0.81 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.73 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.95 | -0.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 1.11 | -0.67 |
Correlation
The correlation between MXXLX and URINX is 0.82, 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. URINX - Dividend Comparison
MXXLX's dividend yield for the trailing twelve months is around 3.02%, less than URINX's 6.08% 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% |
URINX USAA Target Retirement Income Fund | 6.08% | 6.07% | 4.22% | 3.48% | 6.63% | 6.66% | 3.97% | 6.37% | 6.11% | 5.68% | 3.34% | 4.54% |
Drawdowns
MXXLX vs. URINX - Drawdown Comparison
The maximum MXXLX drawdown since its inception was -33.59%, which is greater than URINX's maximum drawdown of -15.27%. Use the drawdown chart below to compare losses from any high point for MXXLX and URINX.
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Drawdown Indicators
| MXXLX | URINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.59% | -15.27% | -18.32% |
Max Drawdown (1Y)Largest decline over 1 year | -11.36% | -4.41% | -6.95% |
Max Drawdown (5Y)Largest decline over 5 years | -28.94% | -15.27% | -13.67% |
Max Drawdown (10Y)Largest decline over 10 years | -33.59% | -15.27% | -18.32% |
Current DrawdownCurrent decline from peak | -6.66% | -2.81% | -3.85% |
Average DrawdownAverage peak-to-trough decline | -7.09% | -1.93% | -5.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 1.02% | +1.51% |
Volatility
MXXLX vs. URINX - Volatility Comparison
Great-West Lifetime 2055 Fund (MXXLX) has a higher volatility of 5.71% compared to USAA Target Retirement Income Fund (URINX) at 2.61%. This indicates that MXXLX's price experiences larger fluctuations and is considered to be riskier than URINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXXLX | URINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.71% | 2.61% | +3.10% |
Volatility (6M)Calculated over the trailing 6-month period | 9.11% | 3.83% | +5.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.85% | 6.07% | +9.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.57% | 6.23% | +9.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.41% | 5.79% | +10.62% |