GEQYX vs. JFFSX
Compare and contrast key facts about GuideStone Funds Equity Index Fund (GEQYX) and JPMorgan SmartRetirement 2055 Fund (JFFSX).
GEQYX is managed by GuideStone Funds. It was launched on Aug 27, 2001. JFFSX is managed by JPMorgan. It was launched on Jan 30, 2012.
Performance
GEQYX vs. JFFSX - Performance Comparison
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GEQYX vs. JFFSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GEQYX GuideStone Funds Equity Index Fund | -4.38% | 17.06% | 24.88% | 26.52% | -19.91% | 28.26% | 18.14% | 31.68% | -4.48% | 21.97% |
JFFSX JPMorgan SmartRetirement 2055 Fund | -2.09% | 17.86% | 12.29% | 22.28% | -18.52% | 17.50% | 15.35% | 32.68% | -9.82% | 21.84% |
Returns By Period
In the year-to-date period, GEQYX achieves a -4.38% return, which is significantly lower than JFFSX's -2.09% return. Over the past 10 years, GEQYX has outperformed JFFSX with an annualized return of 13.50%, while JFFSX has yielded a comparatively lower 10.57% annualized return.
GEQYX
- 1D
- 2.89%
- 1M
- -5.09%
- YTD
- -4.38%
- 6M
- -2.11%
- 1Y
- 16.54%
- 3Y*
- 18.02%
- 5Y*
- 11.08%
- 10Y*
- 13.50%
JFFSX
- 1D
- 2.77%
- 1M
- -5.56%
- YTD
- -2.09%
- 6M
- -0.32%
- 1Y
- 15.61%
- 3Y*
- 14.20%
- 5Y*
- 7.25%
- 10Y*
- 10.57%
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GEQYX vs. JFFSX - Expense Ratio Comparison
GEQYX has a 0.12% expense ratio, which is lower than JFFSX's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
GEQYX vs. JFFSX — Risk / Return Rank
GEQYX
JFFSX
GEQYX vs. JFFSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for GuideStone Funds Equity Index Fund (GEQYX) and JPMorgan SmartRetirement 2055 Fund (JFFSX). 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 | JFFSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 1.02 | -0.08 |
Sortino ratioReturn per unit of downside risk | 1.44 | 1.53 | -0.09 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.23 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.47 | 1.44 | +0.02 |
Martin ratioReturn relative to average drawdown | 7.02 | 6.47 | +0.55 |
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 | JFFSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 1.02 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.49 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.67 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.68 | -0.36 |
Correlation
The correlation between GEQYX and JFFSX is 0.95, 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. JFFSX - Dividend Comparison
GEQYX's dividend yield for the trailing twelve months is around 1.61%, less than JFFSX's 4.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GEQYX GuideStone Funds Equity Index Fund | 1.61% | 1.54% | 3.82% | 3.95% | 1.27% | 3.29% | 2.35% | 2.26% | 2.08% | 2.18% | 1.58% | 1.75% |
JFFSX JPMorgan SmartRetirement 2055 Fund | 4.82% | 4.72% | 2.29% | 1.57% | 9.97% | 12.22% | 3.88% | 13.57% | 4.21% | 3.43% | 2.77% | 2.63% |
Drawdowns
GEQYX vs. JFFSX - Drawdown Comparison
The maximum GEQYX drawdown since its inception was -58.95%, which is greater than JFFSX's maximum drawdown of -33.20%. Use the drawdown chart below to compare losses from any high point for GEQYX and JFFSX.
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Drawdown Indicators
| GEQYX | JFFSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.95% | -33.20% | -25.75% |
Max Drawdown (1Y)Largest decline over 1 year | -12.09% | -11.11% | -0.98% |
Max Drawdown (5Y)Largest decline over 5 years | -25.96% | -25.78% | -0.18% |
Max Drawdown (10Y)Largest decline over 10 years | -33.76% | -33.20% | -0.56% |
Current DrawdownCurrent decline from peak | -6.31% | -6.62% | +0.31% |
Average DrawdownAverage peak-to-trough decline | -11.92% | -4.51% | -7.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.52% | 2.47% | +0.05% |
Volatility
GEQYX vs. JFFSX - Volatility Comparison
The current volatility for GuideStone Funds Equity Index Fund (GEQYX) is 5.33%, while JPMorgan SmartRetirement 2055 Fund (JFFSX) has a volatility of 5.78%. This indicates that GEQYX experiences smaller price fluctuations and is considered to be less risky than JFFSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GEQYX | JFFSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.33% | 5.78% | -0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 9.50% | 8.97% | +0.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.26% | 15.73% | +2.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.93% | 14.78% | +2.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.12% | 15.79% | +2.33% |