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GGBZX vs. GWPAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GGBZX vs. GWPAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in GuideStone Funds Aggressive Allocation Fund (GGBZX) and American Funds Growth Portfolio Class A (GWPAX). The values are adjusted to include any dividend payments, if applicable.

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GGBZX vs. GWPAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GGBZX
GuideStone Funds Aggressive Allocation Fund
-2.25%19.62%15.45%20.67%-19.61%14.95%15.47%26.93%-10.15%25.53%
GWPAX
American Funds Growth Portfolio Class A
-4.53%20.47%20.17%28.76%-26.97%18.59%25.34%27.19%-6.59%25.12%

Returns By Period

In the year-to-date period, GGBZX achieves a -2.25% return, which is significantly higher than GWPAX's -4.53% return. Over the past 10 years, GGBZX has underperformed GWPAX with an annualized return of 10.37%, while GWPAX has yielded a comparatively higher 12.00% annualized return.


GGBZX

1D
1.05%
1M
-3.24%
YTD
-2.25%
6M
-0.89%
1Y
16.11%
3Y*
15.11%
5Y*
7.14%
10Y*
10.37%

GWPAX

1D
1.17%
1M
-4.03%
YTD
-4.53%
6M
-2.52%
1Y
19.48%
3Y*
17.76%
5Y*
7.90%
10Y*
12.00%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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GGBZX vs. GWPAX - Expense Ratio Comparison

GGBZX has a 0.39% expense ratio, which is lower than GWPAX's 0.73% expense ratio.


Return for Risk

GGBZX vs. GWPAX — Risk / Return Rank

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

GGBZX
GGBZX Risk / Return Rank: 4646
Overall Rank
GGBZX Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
GGBZX Sortino Ratio Rank: 4444
Sortino Ratio Rank
GGBZX Omega Ratio Rank: 4444
Omega Ratio Rank
GGBZX Calmar Ratio Rank: 4545
Calmar Ratio Rank
GGBZX Martin Ratio Rank: 5252
Martin Ratio Rank

GWPAX
GWPAX Risk / Return Rank: 5555
Overall Rank
GWPAX Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
GWPAX Sortino Ratio Rank: 5353
Sortino Ratio Rank
GWPAX Omega Ratio Rank: 4949
Omega Ratio Rank
GWPAX Calmar Ratio Rank: 6464
Calmar Ratio Rank
GWPAX Martin Ratio Rank: 6161
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. GWPAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for GuideStone Funds Aggressive Allocation Fund (GGBZX) and American Funds Growth Portfolio Class A (GWPAX). 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.


GGBZXGWPAXDifference

Sharpe ratio

Return per unit of total volatility

1.02

1.09

-0.07

Sortino ratio

Return per unit of downside risk

1.51

1.65

-0.14

Omega ratio

Gain probability vs. loss probability

1.22

1.23

-0.01

Calmar ratio

Return relative to maximum drawdown

1.48

1.80

-0.32

Martin ratio

Return relative to average drawdown

6.40

7.18

-0.78

GGBZX vs. GWPAX - Sharpe Ratio Comparison

The current GGBZX Sharpe Ratio is 1.02, which is comparable to the GWPAX Sharpe Ratio of 1.09. The chart below compares the historical Sharpe Ratios of GGBZX and GWPAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


GGBZXGWPAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.02

1.09

-0.07

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.47

0.44

+0.03

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.63

0.67

-0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.38

0.69

-0.31

Correlation

The correlation between GGBZX and GWPAX 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

GGBZX vs. GWPAX - Dividend Comparison

GGBZX's dividend yield for the trailing twelve months is around 11.84%, more than GWPAX's 6.02% yield.


TTM20252024202320222021202020192018201720162015
GGBZX
GuideStone Funds Aggressive Allocation Fund
11.84%11.57%3.37%3.51%13.16%7.72%6.01%12.14%3.94%7.18%9.55%27.06%
GWPAX
American Funds Growth Portfolio Class A
6.02%5.75%5.83%1.61%9.94%3.42%3.42%5.77%6.19%3.39%4.36%4.84%

Drawdowns

GGBZX vs. GWPAX - Drawdown Comparison

The maximum GGBZX drawdown since its inception was -57.68%, which is greater than GWPAX's maximum drawdown of -34.15%. Use the drawdown chart below to compare losses from any high point for GGBZX and GWPAX.


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Drawdown Indicators


GGBZXGWPAXDifference

Max Drawdown

Largest peak-to-trough decline

-57.68%

-34.15%

-23.53%

Max Drawdown (1Y)

Largest decline over 1 year

-10.02%

-11.78%

+1.76%

Max Drawdown (5Y)

Largest decline over 5 years

-28.31%

-34.15%

+5.84%

Max Drawdown (10Y)

Largest decline over 10 years

-33.03%

-34.15%

+1.12%

Current Drawdown

Current decline from peak

-6.33%

-7.74%

+1.41%

Average Drawdown

Average peak-to-trough decline

-9.29%

-5.77%

-3.52%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.72%

2.96%

-0.24%

Volatility

GGBZX vs. GWPAX - Volatility Comparison

The current volatility for GuideStone Funds Aggressive Allocation Fund (GGBZX) is 6.09%, while American Funds Growth Portfolio Class A (GWPAX) has a volatility of 6.56%. This indicates that GGBZX experiences smaller price fluctuations and is considered to be less risky than GWPAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GGBZXGWPAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.09%

6.56%

-0.47%

Volatility (6M)

Calculated over the trailing 6-month period

9.88%

11.34%

-1.46%

Volatility (1Y)

Calculated over the trailing 1-year period

16.66%

18.91%

-2.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.39%

18.17%

-2.78%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.42%

17.95%

-1.53%