GGBZX vs. CAEIX
Compare and contrast key facts about GuideStone Funds Aggressive Allocation Fund (GGBZX) and Calvert Global Energy Solutions Fund (CAEIX).
GGBZX is managed by GuideStone Funds. It was launched on Aug 26, 2001. CAEIX is managed by Calvert Research and Management. It was launched on May 30, 2007.
Performance
GGBZX vs. CAEIX - Performance Comparison
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GGBZX vs. CAEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GGBZX GuideStone Funds Aggressive Allocation Fund | -3.27% | 19.62% | 15.45% | 20.67% | -19.61% | 14.95% | 15.47% | 26.93% | -10.15% | 25.53% |
CAEIX Calvert Global Energy Solutions Fund | 7.51% | 32.61% | -7.13% | 5.67% | -17.43% | 6.73% | 61.52% | 33.48% | -19.26% | 29.65% |
Returns By Period
In the year-to-date period, GGBZX achieves a -3.27% return, which is significantly lower than CAEIX's 7.51% return. Both investments have delivered pretty close results over the past 10 years, with GGBZX having a 10.25% annualized return and CAEIX not far ahead at 10.27%.
GGBZX
- 1D
- 3.02%
- 1M
- -6.20%
- YTD
- -3.27%
- 6M
- -1.60%
- 1Y
- 15.71%
- 3Y*
- 14.71%
- 5Y*
- 6.92%
- 10Y*
- 10.25%
CAEIX
- 1D
- 3.16%
- 1M
- -3.78%
- YTD
- 7.51%
- 6M
- 10.19%
- 1Y
- 45.58%
- 3Y*
- 8.82%
- 5Y*
- 3.73%
- 10Y*
- 10.27%
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GGBZX vs. CAEIX - Expense Ratio Comparison
GGBZX has a 0.39% expense ratio, which is lower than CAEIX's 0.99% expense ratio.
Return for Risk
GGBZX vs. CAEIX — Risk / Return Rank
GGBZX
CAEIX
GGBZX vs. CAEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for GuideStone Funds Aggressive Allocation Fund (GGBZX) and Calvert Global Energy Solutions Fund (CAEIX). 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.
| GGBZX | CAEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 2.50 | -1.52 |
Sortino ratioReturn per unit of downside risk | 1.45 | 3.25 | -1.80 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.45 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 4.01 | -2.64 |
Martin ratioReturn relative to average drawdown | 5.95 | 16.83 | -10.88 |
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
| GGBZX | CAEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 2.50 | -1.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.20 | +0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.52 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.04 | +0.34 |
Correlation
The correlation between GGBZX and CAEIX is 0.84, 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
GGBZX vs. CAEIX - Dividend Comparison
GGBZX's dividend yield for the trailing twelve months is around 11.96%, more than CAEIX's 0.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GGBZX GuideStone Funds Aggressive Allocation Fund | 11.96% | 11.57% | 3.37% | 3.51% | 13.16% | 7.72% | 6.01% | 12.14% | 3.94% | 7.18% | 9.55% | 27.06% |
CAEIX Calvert Global Energy Solutions Fund | 0.67% | 0.72% | 1.17% | 1.07% | 0.86% | 0.49% | 0.82% | 1.23% | 2.00% | 1.40% | 1.79% | 0.72% |
Drawdowns
GGBZX vs. CAEIX - Drawdown Comparison
The maximum GGBZX drawdown since its inception was -57.68%, smaller than the maximum CAEIX drawdown of -75.81%. Use the drawdown chart below to compare losses from any high point for GGBZX and CAEIX.
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Drawdown Indicators
| GGBZX | CAEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.68% | -75.81% | +18.13% |
Max Drawdown (1Y)Largest decline over 1 year | -11.75% | -11.07% | -0.68% |
Max Drawdown (5Y)Largest decline over 5 years | -28.31% | -32.58% | +4.27% |
Max Drawdown (10Y)Largest decline over 10 years | -33.03% | -37.54% | +4.51% |
Current DrawdownCurrent decline from peak | -7.31% | -10.38% | +3.07% |
Average DrawdownAverage peak-to-trough decline | -9.29% | -49.05% | +39.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.69% | 2.63% | +0.06% |
Volatility
GGBZX vs. CAEIX - Volatility Comparison
The current volatility for GuideStone Funds Aggressive Allocation Fund (GGBZX) is 6.24%, while Calvert Global Energy Solutions Fund (CAEIX) has a volatility of 7.69%. This indicates that GGBZX experiences smaller price fluctuations and is considered to be less risky than CAEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GGBZX | CAEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.24% | 7.69% | -1.45% |
Volatility (6M)Calculated over the trailing 6-month period | 9.83% | 12.51% | -2.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.64% | 18.49% | -1.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.39% | 19.12% | -3.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.42% | 19.63% | -3.21% |