VASIX vs. MXCPX
Compare and contrast key facts about Vanguard LifeStrategy Income Fund (VASIX) and Great-West Conservative Profile Fund (MXCPX).
VASIX is managed by Vanguard. It was launched on Sep 30, 1994. MXCPX is managed by Great-West. It was launched on Sep 29, 1999.
Performance
VASIX vs. MXCPX - Performance Comparison
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VASIX vs. MXCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VASIX Vanguard LifeStrategy Income Fund | -1.27% | 9.42% | 6.67% | 9.63% | -13.94% | 1.92% | 9.13% | 12.05% | -1.05% | 6.05% |
MXCPX Great-West Conservative Profile Fund | -0.90% | 8.19% | 4.95% | 8.41% | -10.33% | 6.35% | 8.07% | 11.40% | -3.95% | 5.94% |
Returns By Period
In the year-to-date period, VASIX achieves a -1.27% return, which is significantly lower than MXCPX's -0.90% return. Both investments have delivered pretty close results over the past 10 years, with VASIX having a 3.76% annualized return and MXCPX not far behind at 3.62%.
VASIX
- 1D
- 0.26%
- 1M
- -3.65%
- YTD
- -1.27%
- 6M
- 0.05%
- 1Y
- 6.51%
- 3Y*
- 6.68%
- 5Y*
- 2.39%
- 10Y*
- 3.76%
MXCPX
- 1D
- 0.13%
- 1M
- -3.75%
- YTD
- -0.90%
- 6M
- 0.33%
- 1Y
- 5.79%
- 3Y*
- 5.91%
- 5Y*
- 2.72%
- 10Y*
- 3.62%
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VASIX vs. MXCPX - Expense Ratio Comparison
VASIX has a 0.11% expense ratio, which is lower than MXCPX's 0.37% expense ratio.
Return for Risk
VASIX vs. MXCPX — Risk / Return Rank
VASIX
MXCPX
VASIX vs. MXCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard LifeStrategy Income Fund (VASIX) and Great-West Conservative Profile Fund (MXCPX). 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.
| VASIX | MXCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.45 | 1.13 | +0.32 |
Sortino ratioReturn per unit of downside risk | 2.02 | 1.57 | +0.44 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.23 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 1.37 | +0.34 |
Martin ratioReturn relative to average drawdown | 7.48 | 5.54 | +1.94 |
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
| VASIX | MXCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.45 | 1.13 | +0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.41 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.56 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.10 | 0.07 | +1.03 |
Correlation
The correlation between VASIX and MXCPX is 0.73, 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
VASIX vs. MXCPX - Dividend Comparison
VASIX's dividend yield for the trailing twelve months is around 4.30%, more than MXCPX's 3.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VASIX Vanguard LifeStrategy Income Fund | 4.30% | 4.18% | 7.61% | 3.17% | 2.02% | 3.95% | 2.15% | 2.73% | 3.55% | 1.52% | 2.26% | 2.57% |
MXCPX Great-West Conservative Profile Fund | 3.49% | 3.45% | 4.53% | 4.17% | 5.70% | 5.20% | 2.46% | 5.62% | 5.53% | 2.70% | 0.00% | 0.00% |
Drawdowns
VASIX vs. MXCPX - Drawdown Comparison
The maximum VASIX drawdown since its inception was -18.17%, smaller than the maximum MXCPX drawdown of -35.02%. Use the drawdown chart below to compare losses from any high point for VASIX and MXCPX.
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Drawdown Indicators
| VASIX | MXCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.17% | -35.02% | +16.85% |
Max Drawdown (1Y)Largest decline over 1 year | -3.90% | -4.11% | +0.21% |
Max Drawdown (5Y)Largest decline over 5 years | -18.17% | -17.81% | -0.36% |
Max Drawdown (10Y)Largest decline over 10 years | -18.17% | -17.81% | -0.36% |
Current DrawdownCurrent decline from peak | -3.65% | -3.75% | +0.10% |
Average DrawdownAverage peak-to-trough decline | -1.92% | -12.61% | +10.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.89% | 1.02% | -0.13% |
Volatility
VASIX vs. MXCPX - Volatility Comparison
Vanguard LifeStrategy Income Fund (VASIX) has a higher volatility of 2.08% compared to Great-West Conservative Profile Fund (MXCPX) at 1.97%. This indicates that VASIX's price experiences larger fluctuations and is considered to be riskier than MXCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VASIX | MXCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.08% | 1.97% | +0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 3.03% | 3.19% | -0.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.62% | 5.27% | -0.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.68% | 6.68% | -1.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.87% | 6.49% | -1.62% |