Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/05/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GMHZX (MYDESTINATION 2035 FUND INVESTOR) | 1.19% | 1.29% | 2.77% | 5.31% | 4.55% | 5.67% | NA | 3.30% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GMHZX (MYDESTINATION 2035 FUND INVESTOR) | 01/04/2007 | 05/05/2025 |
The return data shown below all have the same latest date: 05/05/2025.
AR inception is since 01/04/2007.
AR inception is since 01/04/2007.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.19 | 1.29 | 2.77 | 5.31 | 4.55 | 5.67 | NA | 3.30 | 1.19 | 4.11 | 13.97 | -20.91 | 9.64 | 11.15 | 22.17 | -6.98 | 18.77 | 8.38 | -4.30 | 3.00 | 14.47 | 14.36 | -4.64 | 14.63 | 28.55 | -42.87 | 2.30 |
| Sharpe Ratio | NA | -0.26 | -0.13 | 0.23 | 0.22 | NA | NA | 0.12 | 0.09 | -0.26 | 1.07 | -1.30 | 1.03 | 0.47 | 2.50 | -0.74 | 3.49 | 0.65 | -0.35 | 0.32 | 1.24 | 1.14 | -0.20 | 0.81 | 1.04 | -1.09 | -0.04 |
| Standard Deviation(%) | NA | 12.51 | 12.77 | 12.38 | 12.92 | NA | NA | 17.46 | 16.31 | 9.53 | 9.19 | 17.24 | 9.34 | 22.95 | 8.32 | 11.28 | 5.23 | 12.52 | 12.19 | 9.41 | 11.62 | 12.66 | 23.81 | 18.06 | 27.33 | 40.07 | 15.51 |
| Draw Down(%) | NA | 16.15 | 16.15 | 25.11 | 26.98 | NA | NA | 60.32 | 11.04 | 9.33 | 8.76 | 22.80 | 6.16 | 26.98 | 4.40 | 15.61 | 1.64 | 10.41 | 13.46 | 8.35 | 7.91 | 11.09 | 21.06 | 14.20 | 26.25 | 50.49 | 10.00 |
| Yield(%) | 0.00 | 0.00 | 1.07 | 1.69 | 3.79 | 4.01 | 2.36 | 2.62 | 0.00 | 0.00 | 2.20 | 1.09 | 2.40 | 1.63 | 4.02 | 6.28 | 4.38 | 4.14 | 15.83 | 5.57 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMHZX (MYDESTINATION 2035 FUND INVESTOR) |
-12.85%
Jun 2007 - Jun 2010 |
-4.76%
May 2007 - May 2012 |
1.43%
May 2007 - May 2017 |
2.03%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMHZX (MYDESTINATION 2035 FUND INVESTOR) |
23.49%
Feb 2009 - Feb 2012 |
18.02%
Feb 2009 - Feb 2014 |
11.13%
Feb 2009 - Feb 2019 |
9.00%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart