Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GMTZX (MYDESTINATION 2015 FUND INVESTOR) | 4.88% | 12.70% | 10.07% | 2.78% | 4.96% | 4.99% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/04/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GMTZX (MYDESTINATION 2015 FUND INVESTOR) | 01/04/2007 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 12.70 | 10.07 | 2.78 | 4.96 | 4.99 | NA | … | … | 4.88 | 11.56 | 7.51 | 10.86 | -17.44 | 3.44 | 7.16 | 15.09 | -3.66 | 11.62 | 6.98 | -2.06 | 4.01 | 10.25 | 11.46 | 1.85 | 13.54 | 23.28 | -33.88 | 3.20 |
| Sharpe Ratio | NA | 1.90 | 1.13 | 0.05 | 0.45 | NA | NA | … | … | 1.38 | 1.29 | 0.69 | 1.21 | -1.67 | 0.58 | 0.53 | 3.15 | -0.83 | 2.57 | 0.99 | -0.31 | 0.78 | 1.71 | 1.81 | 0.14 | 1.10 | 1.23 | -1.28 | 0.01 |
| Standard Deviation(%) | NA | 5.71 | 6.33 | 7.56 | 7.53 | NA | NA | … | … | 7.12 | 6.78 | 5.65 | 6.01 | 11.37 | 5.86 | 13.07 | 4.32 | 6.12 | 4.28 | 6.82 | 6.63 | 5.11 | 5.99 | 6.34 | 13.17 | 12.18 | 18.86 | 27.18 | 10.72 |
| Draw Down(%) | NA | 4.95 | 6.22 | 20.52 | 20.52 | NA | NA | … | … | 4.95 | 6.22 | 3.14 | 5.69 | 17.90 | 4.96 | 17.83 | 1.92 | 8.60 | 2.08 | 5.22 | 7.58 | 4.49 | 6.09 | 4.97 | 11.59 | 9.22 | 19.37 | 39.79 | 6.62 |
| Yield(%) | 0.00 | 5.75 | 5.52 | 3.45 | 3.90 | 4.40 | 3.30 | … | … | 0.00 | 5.98 | 6.45 | 4.03 | 1.50 | 2.15 | 1.85 | 4.44 | 5.77 | 2.84 | 3.19 | 13.07 | 5.14 | 2.87 | 2.46 | 1.72 | 2.34 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/04/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMTZX (MYDESTINATION 2015 FUND INVESTOR) |
-7.85%
Jun 2007 – Jun 2010 |
-1.04%
May 2007 – May 2012 |
2.41%
Oct 2013 – Oct 2023 |
2.15%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMTZX (MYDESTINATION 2015 FUND INVESTOR) |
20.13%
Feb 2009 – Feb 2012 |
15.51%
Feb 2009 – Feb 2014 |
9.53%
Feb 2009 – Feb 2019 |
7.07%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart