GEQYX vs. GMWZX
GEQYX (GuideStone Funds Equity Index Fund) and GMWZX (GuideStone Funds MyDestination 2025 Fund) are both mutual funds - GEQYX is a Large Cap Blend Equities fund managed by GuideStone Funds, while GMWZX is a Target Retirement Date fund managed by GuideStone Funds. Over the past 10 years, GEQYX returned 14.72%/yr vs 7.03%/yr for GMWZX. Their correlation of 0.92 means they have usually moved in the same direction. GEQYX charges 0.12%/yr vs 0.36%/yr for GMWZX.
Performance
GEQYX vs. GMWZX - Performance Comparison
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Returns By Period
In the year-to-date period, GEQYX achieves a 11.33% return, which is significantly higher than GMWZX's 5.84% return. Over the past 10 years, GEQYX has outperformed GMWZX with an annualized return of 14.72%, while GMWZX has yielded a comparatively lower 7.03% annualized return.
GEQYX
- 1D
- 1.51%
- 1M
- 1.63%
- 6M
- 10.04%
- YTD
- 11.33%
- 1Y
- 20.59%
- 3Y*
- 20.51%
- 5Y*
- 12.35%
- 10Y*
- 14.72%
- ALL TIME*
- 6.74%
GMWZX
- 1D
- 0.71%
- 1M
- 0.35%
- 6M
- 4.30%
- YTD
- 5.84%
- 1Y
- 11.53%
- 3Y*
- 10.79%
- 5Y*
- 4.99%
- 10Y*
- 7.03%
- ALL TIME*
- 5.52%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
GEQYX vs. GMWZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GEQYX GuideStone Funds Equity Index Fund | 11.33% | 17.06% | 24.88% | 26.52% | -19.91% | 28.26% | 18.14% | 31.68% | -4.48% | 21.97% |
GMWZX GuideStone Funds MyDestination 2025 Fund | 5.84% | 12.82% | 8.88% | 12.64% | -14.42% | 8.94% | 10.70% | 18.19% | -4.90% | 14.93% |
Correlation
The correlation between GEQYX and GMWZX is 0.93, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.93 |
Correlation (3Y) Balances recent behavior with more history. | 0.90 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.91 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.91 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2007 | 0.92 |
The correlation between GEQYX and GMWZX has been stable across timeframes, ranging from 0.90 to 0.93 - a consistent structural relationship.
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Return for Risk
GEQYX vs. GMWZX — Risk / Return Rank
GEQYX
GMWZX
GEQYX vs. GMWZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for GuideStone Funds Equity Index Fund (GEQYX) and GuideStone Funds MyDestination 2025 Fund (GMWZX). 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.
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.
| GEQYX | GMWZX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.06 | ||
| Sortino ratioReturn per unit of downside risk | 0.00 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.32 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.51 | 2.22 | +0.29 |
| Martin ratioReturn relative to average drawdown | 10.76 | 9.64 | +1.13 |
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Drawdowns
GEQYX vs. GMWZX - Drawdown Comparison
The maximum GEQYX drawdown since its inception was -58.95%, which is greater than GMWZX's maximum drawdown of -51.44%. Use the drawdown chart below to compare losses from any high point for GEQYX and GMWZX.
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Drawdown Indicators
| GEQYX | GMWZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.95% | -51.44% | -7.51% |
Max Drawdown (1Y)Largest decline over 1 year | -8.94% | -5.59% | -3.35% |
Max Drawdown (3Y)Largest decline over 3 years | -18.69% | -7.91% | -10.78% |
Max Drawdown (5Y)Largest decline over 5 years | -25.96% | -19.61% | -6.35% |
Max Drawdown (10Y)Largest decline over 10 years | -33.76% | -21.65% | -12.11% |
Current DrawdownCurrent decline from peak | -0.08% | -0.17% | +0.09% |
Average DrawdownAverage peak-to-trough decline | -11.77% | -6.22% | -5.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.08% | 1.28% | +0.80% |
Volatility
GEQYX vs. GMWZX - Volatility Comparison
GuideStone Funds Equity Index Fund (GEQYX) has a higher volatility of 3.85% compared to GuideStone Funds MyDestination 2025 Fund (GMWZX) at 2.20%. This indicates that GEQYX's price experiences larger fluctuations and is considered to be riskier than GMWZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GEQYX | GMWZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.85% | 2.20% | +1.65% |
Volatility (6M)Calculated over the trailing 6-month period | 10.21% | 6.23% | +3.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.86% | 7.37% | +5.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.05% | 8.56% | +8.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.14% | 9.01% | +9.13% |
GEQYX vs. GMWZX - Expense Ratio Comparison
GEQYX has a 0.12% expense ratio, which is lower than GMWZX's 0.36% expense ratio.
Dividends
GEQYX vs. GMWZX - Dividend Comparison
GEQYX's dividend yield for the trailing twelve months is around 1.33%, less than GMWZX's 6.15% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GEQYX GuideStone Funds Equity Index Fund | 1.33% | 1.54% | 3.82% | 3.95% | 1.27% | 3.29% | 2.35% | 2.26% | 2.08% | 2.18% | 1.58% | 1.75% |
GMWZX GuideStone Funds MyDestination 2025 Fund | 6.15% | 6.51% | 7.59% | 3.19% | 7.34% | 4.83% | 3.88% | 3.78% | 6.58% | 3.93% | 3.35% | 16.40% |
Frequently Asked Questions
With a correlation of 0.93, GEQYX and GMWZX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
GEQYX has higher volatility (3.85%) compared to GMWZX (2.20%). In terms of maximum drawdown, GEQYX dropped -58.95% vs GMWZX's -51.44%.
GEQYX currently has the higher Sharpe Ratio (1.75 vs 1.69), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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