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ISIN
US40171W4886
Inception Date
Aug 27, 2001
Min. Investment
$1,000,000
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Small-Cap
Asset Class Style
Blend

Share Price Chart


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Performance

GSCYX Performance Chart

GuideStone Funds Small Cap Equity Fund (GSCYX) is up 16.7% since the beginning of the year. GSCYX is currently trading at $20 per share. Investors who bought $1,000 worth of GSCYX shares 5 years ago would now be looking at an investment worth $1,367.


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S&P 500 Index

Returns By Period

GuideStone Funds Small Cap Equity Fund (GSCYX) has returned 16.67% so far this year and 31.19% over the past 12 months. Over the last ten years, GSCYX has returned 10.42% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


GuideStone Funds Small Cap Equity Fund

1D
1.90%
1M
3.49%
YTD
16.67%
6M
13.86%
1Y
31.19%
3Y*
14.15%
5Y*
6.45%
10Y*
10.42%

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)

GSCYX Monthly Returns History

Based on dividend-adjusted daily data since Jan 2, 2002, GSCYX's average daily return is +0.03%, while the average monthly return is +0.57%. At this rate, an investment would double in approximately 10.2 years.

Historically, 59% of months were positive and 41% were negative. The best month was Nov 2020 with a return of +17.4%, while the worst month was Oct 2008 at -21.0%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.

On a daily basis, GSCYX closed higher 52% of trading days. The best single day was Dec 10, 2021 with a return of +16.5%, while the worst single day was Dec 13, 2021 at -15.4%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20264.81%1.06%-6.04%11.32%2.97%2.26%16.67%
20253.86%-5.87%-6.75%-2.70%4.67%4.46%0.75%5.73%0.05%0.22%2.38%-0.01%6.03%
2024-3.45%4.24%3.60%-6.06%4.24%-0.63%7.84%-0.43%0.16%0.16%8.99%-7.18%10.58%
20239.42%-0.84%-4.94%-1.71%-3.16%8.73%5.70%-4.58%-5.47%-6.68%8.88%11.13%14.91%
2022-8.44%1.01%0.33%-7.89%-0.42%-7.64%9.24%-2.15%-9.01%9.84%4.02%-5.95%-17.84%
20212.57%8.56%1.35%3.99%-0.00%1.10%-1.90%2.81%-2.73%4.56%-3.39%3.81%22.04%

Benchmark Metrics

GuideStone Funds Small Cap Equity Fund has an annualized alpha of -2.40%, beta of 1.07, and R2 of 0.75 versus S&P 500 Index. Calculated based on daily prices since January 02, 2002.

  • This fund participated in 118.45% of S&P 500 Index downside but only 106.49% of its upside - more exposed to losses than it benefited from rallies.
  • This fund had an annualized alpha of -2.40% versus S&P 500 Index - delivering less than market exposure alone would predict.
  • With beta of 1.07 and R2 of 0.75, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Alpha
-2.40%
Beta
1.07
0.75
Upside Capture
106.49%
Downside Capture
118.45%

Expense Ratio

GSCYX has an expense ratio of 0.91%, placing it in the medium range.


Return for Risk

Risk / Return Rank

GSCYX ranks 46 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.


GSCYX Risk / Return Rank: 4646
Overall Rank
GSCYX Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
GSCYX Sortino Ratio Rank: 3939
Sortino Ratio Rank
GSCYX Omega Ratio Rank: 3535
Omega Ratio Rank
GSCYX Calmar Ratio Rank: 5959
Calmar Ratio Rank
GSCYX Martin Ratio Rank: 5555
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 Small Cap Equity Fund (GSCYX) 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.


GSCYXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.32

Sortino ratioReturn per unit of downside risk

-0.32

Omega ratioGain probability vs. loss probability

1.29

1.37

-0.07

Calmar ratioReturn relative to maximum drawdown

2.82

2.78

+0.03

Martin ratioReturn relative to average drawdown

10.43

12.44

-2.01

Dividends

Dividend History

GuideStone Funds Small Cap Equity Fund provided a 9.69% dividend yield over the last twelve months, with an annual payout of $1.93 per share. The fund has been increasing its distributions for 2 consecutive years.


0.00%5.00%10.00%15.00%20.00%25.00%$0.00$0.50$1.00$1.50$2.00$2.50$3.00$3.5020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$1.93$1.93$1.10$0.45$0.78$3.18$0.20$0.61$3.23$1.43$0.26$0.92

Dividend yield

9.69%11.30%6.14%2.65%5.13%16.30%1.07%3.87%24.79%7.81%1.46%6.08%

Monthly Dividends

The table displays the monthly dividend distributions for GuideStone Funds Small Cap Equity 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$1.93$1.93
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.10$1.10
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.45$0.45
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.78$0.78
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$3.18$3.18

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 Small Cap Equity 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 Small Cap Equity Fund was 63.53%, occurring on Mar 9, 2009. Recovery took 991 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-63.53%Mar 2009
3y 2mo3y 11mo
7y 2moDec 2005 - Feb 2013
COVID crash2020
-40.83%Mar 2020
1y 6mo7mo 21d
2y 2moSep 2018 - Nov 2020
2016 bear market2016
-39.80%Feb 2016
2y 2mo1y 11mo
4y 1moDec 2013 - Jan 2018
Dot-com crash2000–2002
-37.80%Oct 2002
5mo 25d1y 25d
1y 6moApr 2002 - Nov 2003
Bear market2022
-33.95%Jun 2022
6mo 5d3y 5mo
3y 12moDec 2021 - Dec 2025

Drawdown Indicators


GSCYXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-63.53%

-56.78%

-6.75%

Max Drawdown (1Y)

Largest decline over 1 year

-11.07%

-9.10%

-1.97%

Max Drawdown (3Y)

Largest decline over 3 years

-26.51%

-18.90%

-7.61%

Max Drawdown (5Y)

Largest decline over 5 years

-33.95%

-25.43%

-8.52%

Max Drawdown (10Y)

Largest decline over 10 years

-40.83%

-33.92%

-6.91%

Current Drawdown

Current decline from peak

0.00%

-1.80%

+1.80%

Average Drawdown

Average peak-to-trough decline

-15.12%

-10.71%

-4.41%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.98%

2.03%

+0.95%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with GSCYX

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

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