GGBZX vs. MFWIX
Compare and contrast key facts about GuideStone Funds Aggressive Allocation Fund (GGBZX) and MFS Global Total Return Fund Class I (MFWIX).
GGBZX is managed by GuideStone Funds. It was launched on Aug 26, 2001. MFWIX is managed by MFS. It was launched on Sep 4, 1990.
Performance
GGBZX vs. MFWIX - Performance Comparison
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GGBZX vs. MFWIX - 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% |
MFWIX MFS Global Total Return Fund Class I | 0.94% | 15.70% | 4.25% | 10.52% | -10.62% | 8.59% | 9.63% | 18.49% | -6.96% | 15.00% |
Returns By Period
In the year-to-date period, GGBZX achieves a -3.27% return, which is significantly lower than MFWIX's 0.94% return. Over the past 10 years, GGBZX has outperformed MFWIX with an annualized return of 10.25%, while MFWIX has yielded a comparatively lower 6.34% annualized return.
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%
MFWIX
- 1D
- 1.42%
- 1M
- -4.39%
- YTD
- 0.94%
- 6M
- 3.21%
- 1Y
- 12.92%
- 3Y*
- 9.39%
- 5Y*
- 4.91%
- 10Y*
- 6.34%
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GGBZX vs. MFWIX - Expense Ratio Comparison
GGBZX has a 0.39% expense ratio, which is lower than MFWIX's 0.84% expense ratio.
Return for Risk
GGBZX vs. MFWIX — Risk / Return Rank
GGBZX
MFWIX
GGBZX vs. MFWIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for GuideStone Funds Aggressive Allocation Fund (GGBZX) and MFS Global Total Return Fund Class I (MFWIX). 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 | MFWIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 1.44 | -0.47 |
Sortino ratioReturn per unit of downside risk | 1.45 | 1.99 | -0.54 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.28 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 1.89 | -0.53 |
Martin ratioReturn relative to average drawdown | 5.95 | 7.31 | -1.36 |
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 | MFWIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 1.44 | -0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.54 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.66 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.71 | -0.33 |
Correlation
The correlation between GGBZX and MFWIX is 0.85, 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. MFWIX - Dividend Comparison
GGBZX's dividend yield for the trailing twelve months is around 11.96%, more than MFWIX's 8.68% 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% |
MFWIX MFS Global Total Return Fund Class I | 8.68% | 8.77% | 9.36% | 3.98% | 2.94% | 10.71% | 7.53% | 4.70% | 3.64% | 2.36% | 1.40% | 4.59% |
Drawdowns
GGBZX vs. MFWIX - Drawdown Comparison
The maximum GGBZX drawdown since its inception was -57.68%, which is greater than MFWIX's maximum drawdown of -33.01%. Use the drawdown chart below to compare losses from any high point for GGBZX and MFWIX.
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Drawdown Indicators
| GGBZX | MFWIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.68% | -33.01% | -24.67% |
Max Drawdown (1Y)Largest decline over 1 year | -11.75% | -6.85% | -4.90% |
Max Drawdown (5Y)Largest decline over 5 years | -28.31% | -20.22% | -8.09% |
Max Drawdown (10Y)Largest decline over 10 years | -33.03% | -23.36% | -9.67% |
Current DrawdownCurrent decline from peak | -7.31% | -5.18% | -2.13% |
Average DrawdownAverage peak-to-trough decline | -9.29% | -3.83% | -5.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.69% | 1.77% | +0.92% |
Volatility
GGBZX vs. MFWIX - Volatility Comparison
GuideStone Funds Aggressive Allocation Fund (GGBZX) has a higher volatility of 6.24% compared to MFS Global Total Return Fund Class I (MFWIX) at 3.44%. This indicates that GGBZX's price experiences larger fluctuations and is considered to be riskier than MFWIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GGBZX | MFWIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.24% | 3.44% | +2.80% |
Volatility (6M)Calculated over the trailing 6-month period | 9.83% | 5.43% | +4.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.64% | 8.94% | +7.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.39% | 9.11% | +6.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.42% | 9.61% | +6.81% |