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GMWZX vs. GREZX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GMWZX vs. GREZX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in GuideStone Funds MyDestination 2025 Fund (GMWZX) and GuideStone Funds Global Real Estate Securities Fund (GREZX). The values are adjusted to include any dividend payments, if applicable.

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GMWZX vs. GREZX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GMWZX
GuideStone Funds MyDestination 2025 Fund
-2.78%12.82%8.88%12.64%-14.42%8.94%10.70%18.19%-4.90%14.93%
GREZX
GuideStone Funds Global Real Estate Securities Fund
0.11%8.53%2.87%11.06%-27.58%27.23%-4.84%24.44%-4.88%10.74%

Returns By Period

In the year-to-date period, GMWZX achieves a -2.78% return, which is significantly lower than GREZX's 0.11% return. Over the past 10 years, GMWZX has outperformed GREZX with an annualized return of 6.68%, while GREZX has yielded a comparatively lower 3.19% annualized return.


GMWZX

1D
0.10%
1M
-5.33%
YTD
-2.78%
6M
-0.84%
1Y
8.93%
3Y*
8.80%
5Y*
4.35%
10Y*
6.68%

GREZX

1D
0.21%
1M
-9.75%
YTD
0.11%
6M
-0.28%
1Y
7.22%
3Y*
7.04%
5Y*
1.47%
10Y*
3.19%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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GMWZX vs. GREZX - Expense Ratio Comparison

GMWZX has a 0.36% expense ratio, which is lower than GREZX's 1.12% expense ratio.


Return for Risk

GMWZX vs. GREZX — Risk / Return Rank

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

GMWZX
GMWZX Risk / Return Rank: 6161
Overall Rank
GMWZX Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
GMWZX Sortino Ratio Rank: 6161
Sortino Ratio Rank
GMWZX Omega Ratio Rank: 6060
Omega Ratio Rank
GMWZX Calmar Ratio Rank: 5959
Calmar Ratio Rank
GMWZX Martin Ratio Rank: 6464
Martin Ratio Rank

GREZX
GREZX Risk / Return Rank: 2121
Overall Rank
GREZX Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
GREZX Sortino Ratio Rank: 1919
Sortino Ratio Rank
GREZX Omega Ratio Rank: 1818
Omega Ratio Rank
GREZX Calmar Ratio Rank: 2424
Calmar Ratio Rank
GREZX Martin Ratio Rank: 2626
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.

GMWZX vs. GREZX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for GuideStone Funds MyDestination 2025 Fund (GMWZX) and GuideStone Funds Global Real Estate Securities Fund (GREZX). 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.


GMWZXGREZXDifference

Sharpe ratio

Return per unit of total volatility

1.11

0.55

+0.56

Sortino ratio

Return per unit of downside risk

1.59

0.83

+0.76

Omega ratio

Gain probability vs. loss probability

1.23

1.11

+0.12

Calmar ratio

Return relative to maximum drawdown

1.39

0.71

+0.68

Martin ratio

Return relative to average drawdown

6.08

2.83

+3.26

GMWZX vs. GREZX - Sharpe Ratio Comparison

The current GMWZX Sharpe Ratio is 1.11, which is higher than the GREZX Sharpe Ratio of 0.55. The chart below compares the historical Sharpe Ratios of GMWZX and GREZX, 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


GMWZXGREZXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.11

0.55

+0.56

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.52

0.09

+0.43

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.74

0.19

+0.56

Sharpe Ratio (All Time)

Calculated using the full available price history

0.39

0.08

+0.31

Correlation

The correlation between GMWZX and GREZX is 0.76, 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

GMWZX vs. GREZX - Dividend Comparison

GMWZX's dividend yield for the trailing twelve months is around 6.70%, more than GREZX's 3.62% yield.


TTM20252024202320222021202020192018201720162015
GMWZX
GuideStone Funds MyDestination 2025 Fund
6.70%6.51%7.59%3.19%7.34%4.83%3.88%3.78%6.58%3.93%3.35%16.40%
GREZX
GuideStone Funds Global Real Estate Securities Fund
3.62%3.63%2.39%2.97%0.57%4.32%2.36%7.50%4.40%3.94%4.33%6.51%

Drawdowns

GMWZX vs. GREZX - Drawdown Comparison

The maximum GMWZX drawdown since its inception was -51.44%, smaller than the maximum GREZX drawdown of -77.41%. Use the drawdown chart below to compare losses from any high point for GMWZX and GREZX.


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Drawdown Indicators


GMWZXGREZXDifference

Max Drawdown

Largest peak-to-trough decline

-51.44%

-77.41%

+25.97%

Max Drawdown (1Y)

Largest decline over 1 year

-6.12%

-10.65%

+4.53%

Max Drawdown (5Y)

Largest decline over 5 years

-19.61%

-34.97%

+15.36%

Max Drawdown (10Y)

Largest decline over 10 years

-21.65%

-40.52%

+18.87%

Current Drawdown

Current decline from peak

-5.50%

-10.11%

+4.61%

Average Drawdown

Average peak-to-trough decline

-6.32%

-18.64%

+12.32%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.40%

2.68%

-1.28%

Volatility

GMWZX vs. GREZX - Volatility Comparison

The current volatility for GuideStone Funds MyDestination 2025 Fund (GMWZX) is 2.93%, while GuideStone Funds Global Real Estate Securities Fund (GREZX) has a volatility of 4.14%. This indicates that GMWZX experiences smaller price fluctuations and is considered to be less risky than GREZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GMWZXGREZXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.93%

4.14%

-1.21%

Volatility (6M)

Calculated over the trailing 6-month period

4.84%

7.98%

-3.14%

Volatility (1Y)

Calculated over the trailing 1-year period

8.31%

13.88%

-5.57%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.38%

15.87%

-7.49%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.02%

17.18%

-8.16%