Correlation
The correlation between GCOZX and XLK is 0.88, 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.
GCOZX vs. XLK
Compare and contrast key facts about GuideStone Funds Growth Allocation Fund (GCOZX) and Technology Select Sector SPDR Fund (XLK).
GCOZX is managed by GuideStone Funds. It was launched on Aug 26, 2001. XLK is a passively managed fund by State Street that tracks the performance of the Technology Select Sector Index. It was launched on Dec 16, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GCOZX or XLK.
Performance
GCOZX vs. XLK - Performance Comparison
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Key characteristics
GCOZX:
0.86
XLK:
0.38
GCOZX:
1.16
XLK:
0.64
GCOZX:
1.17
XLK:
1.09
GCOZX:
0.81
XLK:
0.36
GCOZX:
3.59
XLK:
1.12
GCOZX:
2.80%
XLK:
8.22%
GCOZX:
12.92%
XLK:
30.48%
GCOZX:
-47.67%
XLK:
-82.05%
GCOZX:
-0.38%
XLK:
-3.64%
Returns By Period
In the year-to-date period, GCOZX achieves a 4.51% return, which is significantly higher than XLK's 0.36% return. Over the past 10 years, GCOZX has underperformed XLK with an annualized return of 6.47%, while XLK has yielded a comparatively higher 19.88% annualized return.
GCOZX
4.51%
2.72%
1.69%
10.39%
8.93%
8.79%
6.47%
XLK
0.36%
7.54%
-0.94%
11.62%
19.50%
19.51%
19.88%
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GCOZX vs. XLK - Expense Ratio Comparison
GCOZX has a 0.39% expense ratio, which is higher than XLK's 0.13% expense ratio.
Risk-Adjusted Performance
GCOZX vs. XLK — Risk-Adjusted Performance Rank
GCOZX
XLK
GCOZX vs. XLK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for GuideStone Funds Growth Allocation Fund (GCOZX) and Technology Select Sector SPDR Fund (XLK). 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.
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Dividends
GCOZX vs. XLK - Dividend Comparison
GCOZX's dividend yield for the trailing twelve months is around 3.32%, more than XLK's 0.67% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GCOZX GuideStone Funds Growth Allocation Fund | 3.32% | 3.47% | 3.37% | 9.49% | 6.85% | 4.93% | 9.42% | 4.24% | 4.71% | 5.72% | 19.07% | 7.32% |
XLK Technology Select Sector SPDR Fund | 0.67% | 0.66% | 0.76% | 1.04% | 0.65% | 0.92% | 1.16% | 1.60% | 1.37% | 1.74% | 1.79% | 1.75% |
Drawdowns
GCOZX vs. XLK - Drawdown Comparison
The maximum GCOZX drawdown since its inception was -47.67%, smaller than the maximum XLK drawdown of -82.05%. Use the drawdown chart below to compare losses from any high point for GCOZX and XLK.
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Volatility
GCOZX vs. XLK - Volatility Comparison
The current volatility for GuideStone Funds Growth Allocation Fund (GCOZX) is 2.87%, while Technology Select Sector SPDR Fund (XLK) has a volatility of 6.40%. This indicates that GCOZX experiences smaller price fluctuations and is considered to be less risky than XLK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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