GEQZX vs. GGBZX
GEQZX (GuideStone Funds Equity Index Fund Investor Class) and GGBZX (GuideStone Funds Aggressive Allocation Fund) are both mutual funds - GEQZX is a Large Cap Blend Equities fund managed by GuideStone Funds, while GGBZX is a Global Equities fund managed by GuideStone Funds. Over the past 10 years, GEQZX returned 14.58%/yr vs 11.41%/yr for GGBZX. Their correlation of 0.95 suggests significant overlap in exposure. Both charge a 0.39% expense ratio.
Performance
GEQZX vs. GGBZX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with GEQZX having a 10.82% return and GGBZX slightly lower at 10.68%. Over the past 10 years, GEQZX has outperformed GGBZX with an annualized return of 14.58%, while GGBZX has yielded a comparatively lower 11.41% annualized return.
GEQZX
- 1D
- 0.46%
- 1M
- 1.93%
- 6M
- 8.72%
- YTD
- 10.82%
- 1Y
- 21.35%
- 3Y*
- 20.43%
- 5Y*
- 12.19%
- 10Y*
- 14.58%
GGBZX
- 1D
- 0.33%
- 1M
- 1.33%
- 6M
- 7.70%
- YTD
- 10.68%
- 1Y
- 19.97%
- 3Y*
- 17.64%
- 5Y*
- 8.62%
- 10Y*
- 11.41%
GEQZX vs. GGBZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GEQZX GuideStone Funds Equity Index Fund Investor Class | 10.82% | 16.77% | 24.53% | 26.17% | -19.99% | 27.94% | 17.85% | 31.34% | -4.74% | 21.66% |
GGBZX GuideStone Funds Aggressive Allocation Fund | 10.68% | 19.62% | 15.45% | 20.67% | -19.61% | 14.95% | 15.47% | 26.93% | -10.15% | 25.53% |
Correlation
The correlation between GEQZX and GGBZX is 0.95 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.95 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.95 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.95 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.93 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2002 | 0.95 |
The correlation between GEQZX and GGBZX has been stable across timeframes, ranging from 0.93 to 0.95 - a consistent structural relationship.
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Return for Risk
GEQZX vs. GGBZX — Risk / Return Rank
GEQZX
GGBZX
GEQZX vs. GGBZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for GuideStone Funds Equity Index Fund Investor Class (GEQZX) and GuideStone Funds Aggressive Allocation Fund (GGBZX). 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.
| GEQZX | GGBZX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.24 | ||
| Sortino ratioReturn per unit of downside risk | +0.30 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.26 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.34 | 1.93 | +0.41 |
| Martin ratioReturn relative to average drawdown | 10.28 | 8.14 | +2.14 |
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Drawdowns
GEQZX vs. GGBZX - Drawdown Comparison
The maximum GEQZX drawdown since its inception was -55.67%, roughly equal to the maximum GGBZX drawdown of -57.68%. Use the drawdown chart below to compare losses from any high point for GEQZX and GGBZX.
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Drawdown Indicators
| GEQZX | GGBZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.67% | -57.68% | +2.01% |
Max Drawdown (1Y)Largest decline over 1 year | -8.98% | -10.02% | +1.04% |
Max Drawdown (3Y)Largest decline over 3 years | -18.69% | -16.21% | -2.48% |
Max Drawdown (5Y)Largest decline over 5 years | -26.01% | -28.31% | +2.30% |
Max Drawdown (10Y)Largest decline over 10 years | -33.80% | -33.03% | -0.77% |
Current DrawdownCurrent decline from peak | -0.45% | -0.52% | +0.07% |
Average DrawdownAverage peak-to-trough decline | -8.01% | -9.20% | +1.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.04% | 2.38% | -0.34% |
Volatility
GEQZX vs. GGBZX - Volatility Comparison
The current volatility for GuideStone Funds Equity Index Fund Investor Class (GEQZX) is 4.29%, while GuideStone Funds Aggressive Allocation Fund (GGBZX) has a volatility of 4.96%. This indicates that GEQZX experiences smaller price fluctuations and is considered to be less risky than GGBZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GEQZX | GGBZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.29% | 4.96% | -0.67% |
Volatility (6M)Calculated over the trailing 6-month period | 9.96% | 11.21% | -1.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.51% | 13.47% | -0.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.01% | 15.62% | +1.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.09% | 16.36% | +1.73% |
GEQZX vs. GGBZX - Expense Ratio Comparison
Both GEQZX and GGBZX have an expense ratio of 0.39%.
Dividends
GEQZX vs. GGBZX - Dividend Comparison
GEQZX's dividend yield for the trailing twelve months is around 1.14%, less than GGBZX's 10.46% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GEQZX GuideStone Funds Equity Index Fund Investor Class | 1.14% | 1.35% | 3.58% | 3.71% | 1.12% | 3.05% | 2.13% | 2.02% | 1.79% | 1.94% | 1.42% | 1.67% |
GGBZX GuideStone Funds Aggressive Allocation Fund | 10.46% | 11.57% | 3.37% | 3.51% | 13.16% | 7.72% | 6.01% | 12.14% | 3.94% | 7.18% | 9.55% | 27.06% |
Frequently Asked Questions
With a correlation of 0.95, GEQZX and GGBZX 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.
GGBZX has higher volatility (4.96%) compared to GEQZX (4.29%). In terms of maximum drawdown, GEQZX dropped -55.67% vs GGBZX's -57.68%.
GEQZX currently has the higher Sharpe Ratio (1.68 vs 1.44), 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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