PortfoliosLab logoPortfoliosLab logo
ISIN
US40171W7103
Inception Date
Aug 27, 2001
Min. Investment
$1,000,000
Distribution Policy
Distributing
Asset Class
Bond

Share Price Chart


Loading charts...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

GMDYX Performance Chart

GuideStone Funds Medium-Duration Bond Fund (GMDYX) is up 0.6% since the beginning of the year. GMDYX is currently trading at $13 per share. Investors who bought $1,000 worth of GMDYX shares 5 years ago would now be looking at an investment worth $1,000.


Loading charts...

S&P 500 Index

Returns By Period

GuideStone Funds Medium-Duration Bond Fund (GMDYX) has returned 0.57% so far this year and 5.62% over the past 12 months. Over the last ten years, GMDYX has returned 1.88% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


GuideStone Funds Medium-Duration Bond Fund

1D
0.24%
1M
1.11%
YTD
0.57%
6M
0.96%
1Y
5.62%
3Y*
4.77%
5Y*
0.00%
10Y*
1.88%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GMDYX Monthly Returns History

Based on dividend-adjusted daily data since Jan 2, 2002, GMDYX's average daily return is 0.00%, while the average monthly return is +0.07%. At this rate, an investment would double in approximately 82.5 years.

Historically, 57% of months were positive and 43% were negative. The best month was Nov 2023 with a return of +4.8%, while the worst month was Sep 2022 at -4.6%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 5 months.

On a daily basis, GMDYX closed higher 44% of trading days. The best single day was Nov 10, 2022 with a return of +2.0%, while the worst single day was Dec 24, 2002 at -3.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.16%1.57%-2.09%0.33%0.40%0.24%0.57%
20250.75%2.18%-0.06%0.11%-0.54%1.79%-0.18%1.30%1.15%0.73%0.61%0.13%8.23%
2024-0.19%-1.33%1.00%-2.58%1.92%0.82%2.45%1.35%1.38%-2.37%1.10%-1.55%1.86%
20233.43%-2.54%2.21%0.63%-1.00%-0.19%0.19%-0.65%-2.79%-1.72%4.76%4.14%6.28%
2022-2.19%-1.63%-3.39%-4.16%0.55%-2.16%2.29%-2.55%-4.64%-1.48%3.92%-0.29%-14.96%
2021-0.93%-2.06%-1.12%1.03%0.27%0.85%1.12%-0.06%-0.83%-0.37%0.00%-0.01%-2.16%

Benchmark Metrics

GuideStone Funds Medium-Duration Bond Fund has an annualized alpha of 1.04%, beta of -0.02, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since January 02, 2002.

  • This fund participated in 10.57% of S&P 500 Index downside but only 7.62% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of -0.02 may look defensive, but with R2 of 0.00 this fund is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
  • R2 of 0.00 means this fund moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
1.04%
Beta
-0.02
0.00
Upside Capture
7.62%
Downside Capture
10.57%

Expense Ratio

GMDYX has an expense ratio of 0.39%, placing it in the medium range.


Return for Risk

Risk / Return Rank

GMDYX ranks 30 for risk / return — below 30% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


GMDYX Risk / Return Rank: 3030
Overall Rank
GMDYX Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
GMDYX Sortino Ratio Rank: 3232
Sortino Ratio Rank
GMDYX Omega Ratio Rank: 3030
Omega Ratio Rank
GMDYX Calmar Ratio Rank: 3030
Calmar Ratio Rank
GMDYX Martin Ratio Rank: 2525
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for GuideStone Funds Medium-Duration Bond Fund (GMDYX) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


GMDYXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.55

Sortino ratioReturn per unit of downside risk

-0.56

Omega ratioGain probability vs. loss probability

1.27

1.37

-0.10

Calmar ratioReturn relative to maximum drawdown

1.93

2.78

-0.85

Martin ratioReturn relative to average drawdown

5.59

12.44

-6.85

Dividends

Dividend History

GuideStone Funds Medium-Duration Bond Fund provided a 4.48% dividend yield over the last twelve months, with an annual payout of $0.57 per share. The fund has been increasing its distributions for 3 consecutive years.


1.50%2.00%2.50%3.00%3.50%4.00%4.50%5.00%$0.00$0.20$0.40$0.60$0.8020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.57$0.59$0.58$0.46$0.23$0.28$0.76$0.62$0.40$0.31$0.30$0.47

Dividend yield

4.48%4.53%4.67%3.56%1.87%1.87%4.82%4.09%2.78%2.11%2.09%3.25%

Monthly Dividends

The table displays the monthly dividend distributions for GuideStone Funds Medium-Duration Bond Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.04$0.04$0.05$0.04$0.04$0.06$0.27
2025$0.06$0.04$0.04$0.04$0.04$0.05$0.05$0.06$0.05$0.04$0.05$0.06$0.59
2024$0.01$0.07$0.05$0.05$0.05$0.05$0.04$0.04$0.05$0.04$0.05$0.09$0.58
2023$0.04$0.03$0.04$0.04$0.03$0.04$0.04$0.03$0.04$0.03$0.03$0.07$0.46
2022$0.00$0.00$0.01$0.03$0.03$0.00$0.00$0.03$0.03$0.04$0.03$0.04$0.23
2021$0.00$0.01$0.04$0.02$0.02$0.02$0.03$0.03$0.02$0.03$0.00$0.05$0.28

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


Loading charts...

Worst Drawdowns

The table below displays the maximum drawdowns of the GuideStone Funds Medium-Duration Bond Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the GuideStone Funds Medium-Duration Bond Fund was 23.08%, occurring on Nov 24, 2008. Recovery took 2205 trading sessions.

The current GuideStone Funds Medium-Duration Bond Fund drawdown is 1.97%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-23.08%Nov 2008
5y 5mo8y 9mo
14y 2moJun 2003 - Aug 2017
Bear market2022
-20.75%Oct 2022
1y 9mo
5y 5moJan 2021 - now
COVID crash2020
-9.01%Mar 2020
10d2mo 21d
3mo 1dMar 2020 - Jun 2020
2003 pullback2003
-4.52%Mar 2003
3mo 1d2mo 24d
5mo 25dDec 2002 - Jun 2003
2018 pullback2018
-3.36%May 2018
8mo 11d8mo 18d
1y 4moSep 2017 - Jan 2019

Drawdown Indicators


GMDYXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-23.08%

-56.78%

+33.70%

Max Drawdown (1Y)

Largest decline over 1 year

-2.94%

-9.10%

+6.16%

Max Drawdown (3Y)

Largest decline over 3 years

-6.60%

-18.90%

+12.30%

Max Drawdown (5Y)

Largest decline over 5 years

-20.30%

-25.43%

+5.13%

Max Drawdown (10Y)

Largest decline over 10 years

-20.75%

-33.92%

+13.17%

Current Drawdown

Current decline from peak

-1.97%

-1.80%

-0.17%

Average Drawdown

Average peak-to-trough decline

-6.73%

-10.71%

+3.98%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.01%

2.03%

-1.02%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Portfolio Analyzer

Build a portfolio with GMDYX

Add GuideStone Funds Medium-Duration Bond Fund to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with GMDYX