Find A Portfolio/Ticker
Comparison Box
GMHZX: MYDESTINATION 2035 FUND INVESTOR (MUTUAL FUND)
Basic Info 10.64 0.04(0.37%) April 25
Asset Class: | Target Date 2031-2035 |
MyPlanIQ Rating: | (87%) |
Start Date: | 01/04/2007 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 1.25% |
Expenses | 0.75% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/04/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.8 | 1.7 | 12.2 | 1.4 | 6.4 | 5.9 | 8.5 | 3.9 | 13.7 | -16.5 | 13.0 | 12.9 | 22.2 | -7.0 | 18.8 | 8.4 | -4.3 | 3.0 | 14.5 | 14.4 | -4.6 | 14.6 | 28.5 | -42.9 | 2.3 |
Sharpe Ratio | NA | -0.21 | 0.71 | -0.09 | 0.31 | 0.37 | NA | 0.17 | 1.02 | -1.0 | 1.46 | 0.53 | 2.5 | -0.74 | 3.49 | 0.65 | -0.35 | 0.32 | 1.24 | 1.14 | -0.2 | 0.81 | 1.04 | -1.09 | -0.04 |
Draw Down(%) | NA | 4.2 | 8.8 | 22.9 | 27.0 | 27.0 | NA | 60.3 | 8.8 | 22.9 | 4.1 | 27.0 | 4.4 | 15.6 | 1.6 | 10.4 | 13.5 | 8.3 | 7.9 | 11.1 | 21.1 | 14.2 | 26.2 | 50.5 | 10.0 |
Standard Deviation(%) | NA | 8.2 | 8.6 | 12.6 | 14.9 | 12.8 | NA | 17.8 | 9.3 | 18.0 | 8.9 | 23.6 | 8.3 | 11.3 | 5.2 | 12.5 | 12.2 | 9.4 | 11.6 | 12.7 | 23.8 | 18.1 | 27.3 | 40.1 | 15.5 |
Treynor Ratio | NA | -0.02 | 0.07 | -0.01 | 0.05 | 0.05 | NA | 0.03 | 0.11 | -0.19 | 0.15 | 0.13 | 0.21 | -0.09 | 0.19 | 0.08 | -0.04 | 0.03 | 0.15 | 0.14 | -0.04 | 0.14 | 0.26 | -0.42 | -0.01 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | -0.01 | -0.01 | 0.0 | 0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | -0.03 | -0.01 | -0.01 | 0.0 | -0.01 | -0.04 | -0.02 |
Beta | NA | 0.96 | 0.88 | 0.92 | 0.95 | 0.96 | NA | 1.03 | 0.88 | 0.92 | 0.88 | 0.98 | 0.98 | 0.89 | 0.97 | 1.09 | 1.02 | 0.91 | 0.98 | 1.06 | 1.1 | 1.06 | 1.08 | 1.05 | 1.04 |
RSquared | NA | 0.87 | 0.8 | 0.76 | 0.88 | 0.89 | NA | 0.91 | 0.77 | 0.73 | 0.82 | 0.98 | 0.98 | 0.82 | 0.9 | 0.98 | 0.98 | 0.77 | 0.65 | 0.93 | 0.97 | 0.97 | 0.97 | 0.91 | 0.96 |
Yield(%) | N/A | 0.0 | 4.0 | 4.8 | 5.0 | 5.5 | 7.1 | N/A | 4.2 | 5.6 | 5.8 | 3.4 | 4.1 | 6.3 | 4.3 | 4.1 | 15.8 | 5.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -41.8 | 28.6 | -33.1 | N/A | N/A | N/A | -41.8 | 3.1 | 85.7 | 0.0 | -44.4 | 65.8 | 11.8 | -79.5 | 181.4 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/04/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2031-2035 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2031-2035
Best Mutual Funds
- ARLIX (ONE CHOICE 2035 PORTFOLIO I CLASS) (100%)
- ARYIX (ONE CHOICE 2035 PORTFOLIO INVESTOR CLASS) (99%)
- TRRJX (T. ROWE PRICE RETIREMENT 2035 FUND T. ROWE PRICE RETIREMENT 2035 FUND) (97%)
- VTTHX (VANGUARD TARGET RETIREMENT 2035 FUND INVESTOR SHARES) (96%)
- FFTHX (FIDELITY FREEDOM 2035 FUND FIDELITY FREEDOM 2035 FUND) (95%)
- ISQIX (VOYA SOLUTION 2035 PORTFOLIO CLASS I) (94%)
- TCLRX (TIAA-CREF LIFECYCLE 2035 FUND RETIREMENT CLASS) (92%)
- FITHX (FIDELITY ADVISOR FREEDOM 2035 FUND CLASS I) (91%)
- PRRYX (Putnam Retirement Ready 2035 Fd Cl Y Shs) (88%)
- GMHZX (MYDESTINATION 2035 FUND INVESTOR) (87%)