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GMHZX: MYDESTINATION 2035 FUND INVESTOR (MUTUAL FUND)
Basic Info 11.05 0.11(1.01%) May 02
| Asset Class: | Target Date 2031-2035 |
| MyPlanIQ Rating: | (87%) |
| Start Date: | 01/04/2007 |
| Last Dividend Date: | 12/22/2023 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.75% |
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Performance Analytics (As of 05/02/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/04/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.7 | 1.5 | 3.1 | 2.7 | 5.5 | 4.5 | 5.6 | 3.3 | 4.1 | 14.0 | -20.9 | 9.6 | 11.2 | 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 | 0.09 | -0.26 | -0.13 | 0.23 | 0.22 | NA | 0.12 | -0.26 | 1.07 | -1.3 | 1.03 | 0.47 | 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 | 11.0 | 16.2 | 16.2 | 25.1 | 27.0 | NA | 60.3 | 9.3 | 8.8 | 22.8 | 6.2 | 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 | 16.3 | 12.5 | 12.8 | 12.4 | 12.9 | NA | 17.5 | 9.5 | 9.2 | 17.2 | 9.3 | 22.9 | 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 | -0.04 | -0.02 | 0.04 | 0.03 | NA | 0.02 | -0.03 | 0.1 | -0.23 | 0.37 | 0.12 | 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 | -0.01 | -0.02 | -0.01 | 0.0 | 0.0 | NA | -0.01 | -0.01 | -0.01 | -0.02 | 0.04 | 0.0 | 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 | 1.01 | 0.91 | 0.96 | 0.74 | 0.83 | NA | 0.97 | 0.83 | 0.97 | 0.98 | 0.26 | 0.89 | 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 | 0.98 | 0.79 | 0.86 | 0.68 | 0.78 | NA | 0.87 | 0.66 | 0.95 | 0.9 | 0.23 | 0.86 | 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 | 0.0 | 1.1 | 1.7 | 3.8 | 3.9 | N/A | 0.0 | 2.2 | 1.1 | 2.4 | 1.6 | 4.0 | 6.3 | 4.4 | 4.1 | 15.8 | 5.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | -100.0 | -56.9 | -77.0 | N/A | N/A | N/A | -100.0 | 57.3 | -50.9 | 58.9 | -51.6 | -44.8 | 63.7 | 12.6 | -79.4 | 178.8 | 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
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