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ISIN
US40171W2989
Inception Date
Dec 28, 2006
Min. Investment
$1,000
Distribution Policy
Distributing
Asset Class
Multi-Asset
Asset Class Size
Large-Cap
Asset Class Style
Blend

Share Price Chart


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Performance

GMHZX Performance Chart

GuideStone Funds MyDestination 2035 Fund (GMHZX) is up 7.7% since the beginning of the year. GMHZX is currently trading at $13 per share. Investors who bought $1,000 worth of GMHZX shares 5 years ago would now be looking at an investment worth $1,405.


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S&P 500 Index

Returns By Period

GuideStone Funds MyDestination 2035 Fund (GMHZX) has returned 7.73% so far this year and 19.28% over the past 12 months. Over the last ten years, GMHZX has returned 8.94% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.


GuideStone Funds MyDestination 2035 Fund

1D
0.08%
1M
3.05%
YTD
7.73%
6M
8.67%
1Y
19.28%
3Y*
14.42%
5Y*
7.04%
10Y*
8.94%

Benchmark (S&P 500 Index)

1D
0.13%
1M
5.25%
YTD
11.16%
6M
11.43%
1Y
28.20%
3Y*
21.12%
5Y*
12.66%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GMHZX Monthly Returns History

Based on dividend-adjusted daily data since Jan 3, 2007, GMHZX's average daily return is +0.03%, while the average monthly return is +0.58%. At this rate, an investment would double in approximately 10.0 years.

Historically, 62% of months were positive and 38% were negative. The best month was Apr 2009 with a return of +12.0%, while the worst month was Oct 2008 at -19.0%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 6 months.

On a daily basis, GMHZX closed higher 51% of trading days. The best single day was Oct 13, 2008 with a return of +10.0%, while the worst single day was Oct 15, 2008 at -9.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.02%1.24%-4.80%6.24%3.06%0.08%7.73%
20252.48%0.27%-2.59%0.37%3.47%3.27%0.43%2.21%2.33%1.38%0.40%0.63%15.50%
20240.00%2.68%2.33%-3.19%3.67%1.45%2.15%2.01%1.72%-1.27%2.05%-2.43%11.48%
20235.88%-2.72%2.28%1.12%-1.10%4.06%2.34%-2.10%-3.70%-2.32%7.14%4.64%15.82%
2022-4.08%-2.52%0.62%-6.64%0.38%-6.43%5.66%-3.35%-7.81%4.29%6.48%-3.17%-16.48%
2021-0.45%1.44%1.86%3.30%1.26%0.83%0.82%1.80%-3.37%3.49%-1.61%3.20%13.07%

Benchmark Metrics

GuideStone Funds MyDestination 2035 Fund has an annualized alpha of -1.17%, beta of 0.81, and R2 of 0.91 versus S&P 500 Index. Calculated based on daily prices since January 04, 2007.

  • This fund participated in 90.15% of S&P 500 Index downside but only 78.39% of its upside - more exposed to losses than it benefited from rallies.

Alpha
-1.17%
Beta
0.81
0.91
Upside Capture
78.39%
Downside Capture
90.15%

Expense Ratio

GMHZX has an expense ratio of 0.38%, placing it in the medium range.


Return for Risk

Risk / Return Rank

GMHZX ranks 60 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


GMHZX Risk / Return Rank: 6060
Overall Rank
GMHZX Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
GMHZX Sortino Ratio Rank: 6060
Sortino Ratio Rank
GMHZX Omega Ratio Rank: 6060
Omega Ratio Rank
GMHZX Calmar Ratio Rank: 5454
Calmar Ratio Rank
GMHZX Martin Ratio Rank: 6464
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 MyDestination 2035 Fund (GMHZX) and compare them to S&P 500 Index.


GMHZXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

2.29

2.39

-0.10

Sortino ratio

Return per unit of downside risk

3.26

3.25

+0.01

Omega ratio

Gain probability vs. loss probability

1.43

1.43

0.00

Calmar ratio

Return relative to maximum drawdown

2.81

3.11

-0.31

Martin ratio

Return relative to average drawdown

12.54

14.38

-1.84

Dividends

Dividend History

GuideStone Funds MyDestination 2035 Fund provided a 5.26% dividend yield over the last twelve months, with an annual payout of $0.67 per share.


0.00%5.00%10.00%15.00%20.00%$0.00$0.50$1.00$1.5020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.67$0.67$0.77$0.38$0.67$0.65$0.34$0.35$0.63$0.38$0.08$1.66

Dividend yield

5.26%5.66%7.10%3.67%7.20%5.38%3.08%3.40%7.27%3.86%0.87%19.84%

Monthly Dividends

The table displays the monthly dividend distributions for GuideStone Funds MyDestination 2035 Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.67$0.67
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.77$0.77
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.38$0.38
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.67$0.67
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.65$0.65

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the GuideStone Funds MyDestination 2035 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 MyDestination 2035 Fund was 56.35%, occurring on Mar 9, 2009. Recovery took 962 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-56.35%Mar 2009
1y 5mo3y 10mo
5y 2moOct 2007 - Jan 2013
COVID crash2020
-26.98%Mar 2020
1mo 9d4mo 22d
6mo 1dFeb 2020 - Aug 2020
Bear market2022
-22.86%Oct 2022
9mo 12d1y 4mo
2y 2moJan 2022 - Mar 2024
2016 correction2016
-18.90%Feb 2016
8mo 25d1y 19d
1y 9moMay 2015 - Mar 2017
Rate-hike selloffLate 2018
-15.65%Dec 2018
10mo 29d5mo 28d
1y 4moJan 2018 - Jun 2019

Drawdown Indicators


GMHZXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-56.35%

-56.78%

+0.43%

Max Drawdown (1Y)

Largest decline over 1 year

-7.05%

-9.10%

+2.05%

Max Drawdown (3Y)

Largest decline over 3 years

-11.04%

-18.90%

+7.86%

Max Drawdown (5Y)

Largest decline over 5 years

-22.86%

-25.43%

+2.57%

Max Drawdown (10Y)

Largest decline over 10 years

-26.98%

-33.92%

+6.94%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-8.21%

-10.72%

+2.51%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.57%

1.97%

-0.40%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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