GEQYX vs. GCOZX
Compare and contrast key facts about GuideStone Funds Equity Index Fund (GEQYX) and GuideStone Funds Growth Allocation Fund (GCOZX).
GEQYX is managed by GuideStone Funds. It was launched on Aug 27, 2001. GCOZX is managed by GuideStone Funds. It was launched on Aug 26, 2001.
Performance
GEQYX vs. GCOZX - Performance Comparison
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GEQYX vs. GCOZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GEQYX GuideStone Funds Equity Index Fund | -3.68% | 17.06% | 24.88% | 26.52% | -19.91% | 28.26% | 18.14% | 31.68% | -4.48% | 21.97% |
GCOZX GuideStone Funds Growth Allocation Fund | -2.61% | 16.13% | 12.05% | 16.57% | -18.06% | 11.60% | 12.96% | 22.39% | -7.50% | 18.61% |
Returns By Period
In the year-to-date period, GEQYX achieves a -3.68% return, which is significantly lower than GCOZX's -2.61% return. Over the past 10 years, GEQYX has outperformed GCOZX with an annualized return of 13.58%, while GCOZX has yielded a comparatively lower 8.14% annualized return.
GEQYX
- 1D
- 0.73%
- 1M
- -3.49%
- YTD
- -3.68%
- 6M
- -1.47%
- 1Y
- 16.60%
- 3Y*
- 18.30%
- 5Y*
- 11.24%
- 10Y*
- 13.58%
GCOZX
- 1D
- 2.35%
- 1M
- -5.09%
- YTD
- -2.61%
- 6M
- -1.06%
- 1Y
- 12.48%
- 3Y*
- 11.87%
- 5Y*
- 5.29%
- 10Y*
- 8.14%
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GEQYX vs. GCOZX - Expense Ratio Comparison
GEQYX has a 0.12% expense ratio, which is lower than GCOZX's 0.39% expense ratio.
Return for Risk
GEQYX vs. GCOZX — Risk / Return Rank
GEQYX
GCOZX
GEQYX vs. GCOZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for GuideStone Funds Equity Index Fund (GEQYX) and GuideStone Funds Growth Allocation Fund (GCOZX). 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.
| GEQYX | GCOZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 1.01 | -0.05 |
Sortino ratioReturn per unit of downside risk | 1.47 | 1.48 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.22 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 1.39 | +0.09 |
Martin ratioReturn relative to average drawdown | 7.04 | 6.04 | +0.99 |
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
| GEQYX | GCOZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 1.01 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.45 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.65 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.41 | -0.09 |
Correlation
The correlation between GEQYX and GCOZX is 0.93, 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
GEQYX vs. GCOZX - Dividend Comparison
GEQYX's dividend yield for the trailing twelve months is around 1.60%, less than GCOZX's 9.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GEQYX GuideStone Funds Equity Index Fund | 1.60% | 1.54% | 3.82% | 3.95% | 1.27% | 3.29% | 2.35% | 2.26% | 2.08% | 2.18% | 1.58% | 1.75% |
GCOZX GuideStone Funds Growth Allocation Fund | 9.85% | 9.59% | 3.47% | 3.37% | 9.49% | 6.85% | 4.94% | 9.42% | 4.24% | 4.71% | 5.71% | 19.06% |
Drawdowns
GEQYX vs. GCOZX - Drawdown Comparison
The maximum GEQYX drawdown since its inception was -58.95%, which is greater than GCOZX's maximum drawdown of -47.79%. Use the drawdown chart below to compare losses from any high point for GEQYX and GCOZX.
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Drawdown Indicators
| GEQYX | GCOZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.95% | -47.79% | -11.16% |
Max Drawdown (1Y)Largest decline over 1 year | -8.94% | -9.23% | +0.29% |
Max Drawdown (5Y)Largest decline over 5 years | -25.96% | -25.19% | -0.77% |
Max Drawdown (10Y)Largest decline over 10 years | -33.76% | -27.50% | -6.26% |
Current DrawdownCurrent decline from peak | -5.63% | -5.91% | +0.28% |
Average DrawdownAverage peak-to-trough decline | -11.91% | -6.56% | -5.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.55% | 2.12% | +0.43% |
Volatility
GEQYX vs. GCOZX - Volatility Comparison
GuideStone Funds Equity Index Fund (GEQYX) has a higher volatility of 5.36% compared to GuideStone Funds Growth Allocation Fund (GCOZX) at 5.00%. This indicates that GEQYX's price experiences larger fluctuations and is considered to be riskier than GCOZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GEQYX | GCOZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.36% | 5.00% | +0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 9.52% | 7.74% | +1.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.27% | 12.77% | +5.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.92% | 11.94% | +4.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.12% | 12.66% | +5.46% |