GMWZX vs. GEQYX
GMWZX (GuideStone Funds MyDestination 2025 Fund) and GEQYX (GuideStone Funds Equity Index Fund) are both mutual funds - GMWZX is a Target Retirement Date fund managed by GuideStone Funds, while GEQYX is a Large Cap Blend Equities fund managed by GuideStone Funds. Over the past 10 years, GMWZX returned 7.03%/yr vs 14.72%/yr for GEQYX. Their correlation of 0.92 means they have usually moved in the same direction. GMWZX charges 0.36%/yr vs 0.12%/yr for GEQYX.
Performance
GMWZX vs. GEQYX - Performance Comparison
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Returns By Period
In the year-to-date period, GMWZX achieves a 5.84% return, which is significantly lower than GEQYX's 11.33% return. Over the past 10 years, GMWZX has underperformed GEQYX with an annualized return of 7.03%, while GEQYX has yielded a comparatively higher 14.72% annualized return.
GMWZX
- 1D
- 0.71%
- 1M
- 0.35%
- 6M
- 4.30%
- YTD
- 5.84%
- 1Y
- 11.53%
- 3Y*
- 10.79%
- 5Y*
- 4.99%
- 10Y*
- 7.03%
- ALL TIME*
- 5.52%
GEQYX
- 1D
- 1.51%
- 1M
- 1.63%
- 6M
- 10.04%
- YTD
- 11.33%
- 1Y
- 20.59%
- 3Y*
- 20.51%
- 5Y*
- 12.35%
- 10Y*
- 14.72%
- ALL TIME*
- 6.74%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
GMWZX vs. GEQYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GMWZX GuideStone Funds MyDestination 2025 Fund | 5.84% | 12.82% | 8.88% | 12.64% | -14.42% | 8.94% | 10.70% | 18.19% | -4.90% | 14.93% |
GEQYX GuideStone Funds Equity Index Fund | 11.33% | 17.06% | 24.88% | 26.52% | -19.91% | 28.26% | 18.14% | 31.68% | -4.48% | 21.97% |
Correlation
The correlation between GMWZX and GEQYX is 0.93, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.93 |
Correlation (3Y) Balances recent behavior with more history. | 0.90 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.91 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.91 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2007 | 0.92 |
The correlation between GMWZX and GEQYX has been stable across timeframes, ranging from 0.90 to 0.93 - a consistent structural relationship.
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Return for Risk
GMWZX vs. GEQYX — Risk / Return Rank
GMWZX
GEQYX
GMWZX vs. GEQYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for GuideStone Funds MyDestination 2025 Fund (GMWZX) and GuideStone Funds Equity Index Fund (GEQYX). 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.
| GMWZX | GEQYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.06 | ||
| Sortino ratioReturn per unit of downside risk | 0.00 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.31 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.22 | 2.51 | -0.29 |
| Martin ratioReturn relative to average drawdown | 9.64 | 10.76 | -1.13 |
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Drawdowns
GMWZX vs. GEQYX - Drawdown Comparison
The maximum GMWZX drawdown since its inception was -51.44%, smaller than the maximum GEQYX drawdown of -58.95%. Use the drawdown chart below to compare losses from any high point for GMWZX and GEQYX.
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Drawdown Indicators
| GMWZX | GEQYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.44% | -58.95% | +7.51% |
Max Drawdown (1Y)Largest decline over 1 year | -5.59% | -8.94% | +3.35% |
Max Drawdown (3Y)Largest decline over 3 years | -7.91% | -18.69% | +10.78% |
Max Drawdown (5Y)Largest decline over 5 years | -19.61% | -25.96% | +6.35% |
Max Drawdown (10Y)Largest decline over 10 years | -21.65% | -33.76% | +12.11% |
Current DrawdownCurrent decline from peak | -0.17% | -0.08% | -0.09% |
Average DrawdownAverage peak-to-trough decline | -6.22% | -11.77% | +5.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.28% | 2.08% | -0.80% |
Volatility
GMWZX vs. GEQYX - Volatility Comparison
The current volatility for GuideStone Funds MyDestination 2025 Fund (GMWZX) is 2.20%, while GuideStone Funds Equity Index Fund (GEQYX) has a volatility of 3.85%. This indicates that GMWZX experiences smaller price fluctuations and is considered to be less risky than GEQYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GMWZX | GEQYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.20% | 3.85% | -1.65% |
Volatility (6M)Calculated over the trailing 6-month period | 6.23% | 10.21% | -3.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.37% | 12.86% | -5.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.56% | 17.05% | -8.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.01% | 18.14% | -9.13% |
GMWZX vs. GEQYX - Expense Ratio Comparison
GMWZX has a 0.36% expense ratio, which is higher than GEQYX's 0.12% expense ratio.
Dividends
GMWZX vs. GEQYX - Dividend Comparison
GMWZX's dividend yield for the trailing twelve months is around 6.15%, more than GEQYX's 1.33% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GEQYX GuideStone Funds Equity Index Fund | 1.33% | 1.54% | 3.82% | 3.95% | 1.27% | 3.29% | 2.35% | 2.26% | 2.08% | 2.18% | 1.58% | 1.75% |
GMWZX GuideStone Funds MyDestination 2025 Fund | 6.15% | 6.51% | 7.59% | 3.19% | 7.34% | 4.83% | 3.88% | 3.78% | 6.58% | 3.93% | 3.35% | 16.40% |
Frequently Asked Questions
With a correlation of 0.93, GMWZX and GEQYX 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.
GEQYX has higher volatility (3.85%) compared to GMWZX (2.20%). In terms of maximum drawdown, GMWZX dropped -51.44% vs GEQYX's -58.95%.
GEQYX currently has the higher Sharpe Ratio (1.75 vs 1.69), 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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