PortfoliosLab logoPortfoliosLab logo
GGBZX vs. GLDYX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GGBZX vs. GLDYX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in GuideStone Funds Aggressive Allocation Fund (GGBZX) and GuideStone Funds Low-Duration Bond Fund (GLDYX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

GGBZX vs. GLDYX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GGBZX
GuideStone Funds Aggressive Allocation Fund
-6.10%19.62%15.45%20.67%-19.61%14.95%15.47%26.93%-10.15%25.53%
GLDYX
GuideStone Funds Low-Duration Bond Fund
0.01%5.66%4.81%5.09%-4.42%-0.47%3.39%4.00%1.83%1.69%

Returns By Period

In the year-to-date period, GGBZX achieves a -6.10% return, which is significantly lower than GLDYX's 0.01% return. Over the past 10 years, GGBZX has outperformed GLDYX with an annualized return of 9.92%, while GLDYX has yielded a comparatively lower 2.26% annualized return.


GGBZX

1D
-0.39%
1M
-9.52%
YTD
-6.10%
6M
-4.22%
1Y
12.76%
3Y*
13.58%
5Y*
6.59%
10Y*
9.92%

GLDYX

1D
0.23%
1M
-0.73%
YTD
0.01%
6M
1.28%
1Y
4.01%
3Y*
4.68%
5Y*
2.04%
10Y*
2.26%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


GGBZX vs. GLDYX - Expense Ratio Comparison

GGBZX has a 0.39% expense ratio, which is higher than GLDYX's 0.34% expense ratio.


Return for Risk

GGBZX vs. GLDYX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GGBZX
GGBZX Risk / Return Rank: 3535
Overall Rank
GGBZX Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
GGBZX Sortino Ratio Rank: 3434
Sortino Ratio Rank
GGBZX Omega Ratio Rank: 3535
Omega Ratio Rank
GGBZX Calmar Ratio Rank: 3333
Calmar Ratio Rank
GGBZX Martin Ratio Rank: 3838
Martin Ratio Rank

GLDYX
GLDYX Risk / Return Rank: 9797
Overall Rank
GLDYX Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
GLDYX Sortino Ratio Rank: 9898
Sortino Ratio Rank
GLDYX Omega Ratio Rank: 9797
Omega Ratio Rank
GLDYX Calmar Ratio Rank: 9797
Calmar Ratio Rank
GLDYX Martin Ratio Rank: 9898
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

GGBZX vs. GLDYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for GuideStone Funds Aggressive Allocation Fund (GGBZX) and GuideStone Funds Low-Duration Bond Fund (GLDYX). 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.


GGBZXGLDYXDifference

Sharpe ratio

Return per unit of total volatility

0.77

2.86

-2.09

Sortino ratio

Return per unit of downside risk

1.17

4.57

-3.40

Omega ratio

Gain probability vs. loss probability

1.17

1.67

-0.50

Calmar ratio

Return relative to maximum drawdown

0.91

4.11

-3.20

Martin ratio

Return relative to average drawdown

4.04

18.45

-14.41

GGBZX vs. GLDYX - Sharpe Ratio Comparison

The current GGBZX Sharpe Ratio is 0.77, which is lower than the GLDYX Sharpe Ratio of 2.86. The chart below compares the historical Sharpe Ratios of GGBZX and GLDYX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


GGBZXGLDYXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.77

2.86

-2.09

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.43

1.14

-0.71

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.61

1.47

-0.86

Sharpe Ratio (All Time)

Calculated using the full available price history

0.37

0.65

-0.28

Correlation

The correlation between GGBZX and GLDYX is -0.09. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Dividends

GGBZX vs. GLDYX - Dividend Comparison

GGBZX's dividend yield for the trailing twelve months is around 12.32%, more than GLDYX's 4.11% yield.


TTM20252024202320222021202020192018201720162015
GGBZX
GuideStone Funds Aggressive Allocation Fund
12.32%11.57%3.37%3.51%13.16%7.72%6.01%12.14%3.94%7.18%9.55%27.06%
GLDYX
GuideStone Funds Low-Duration Bond Fund
4.11%4.32%4.31%3.36%1.72%1.02%1.70%2.49%2.87%1.60%1.66%1.03%

Drawdowns

GGBZX vs. GLDYX - Drawdown Comparison

The maximum GGBZX drawdown since its inception was -57.68%, which is greater than GLDYX's maximum drawdown of -11.73%. Use the drawdown chart below to compare losses from any high point for GGBZX and GLDYX.


Loading graphics...

Drawdown Indicators


GGBZXGLDYXDifference

Max Drawdown

Largest peak-to-trough decline

-57.68%

-11.73%

-45.95%

Max Drawdown (1Y)

Largest decline over 1 year

-11.75%

-1.04%

-10.71%

Max Drawdown (5Y)

Largest decline over 5 years

-28.31%

-6.68%

-21.63%

Max Drawdown (10Y)

Largest decline over 10 years

-33.03%

-6.68%

-26.35%

Current Drawdown

Current decline from peak

-10.02%

-0.73%

-9.29%

Average Drawdown

Average peak-to-trough decline

-9.29%

-2.17%

-7.12%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.65%

0.23%

+2.42%

Volatility

GGBZX vs. GLDYX - Volatility Comparison

GuideStone Funds Aggressive Allocation Fund (GGBZX) has a higher volatility of 5.21% compared to GuideStone Funds Low-Duration Bond Fund (GLDYX) at 0.64%. This indicates that GGBZX's price experiences larger fluctuations and is considered to be riskier than GLDYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


GGBZXGLDYXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.21%

0.64%

+4.57%

Volatility (6M)

Calculated over the trailing 6-month period

9.37%

0.93%

+8.44%

Volatility (1Y)

Calculated over the trailing 1-year period

16.40%

1.44%

+14.96%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.34%

1.81%

+13.53%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.39%

1.55%

+14.84%