Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GMWZX (MYDESTINATION 2025 FUND INVESTOR) | 5.75% | 14.69% | 11.51% | 3.61% | 6.20% | 6.08% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/04/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GMWZX (MYDESTINATION 2025 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 (%) | 0.18 | 14.69 | 11.51 | 3.61 | 6.20 | 6.08 | NA | … | … | 5.75 | 12.82 | 8.77 | 12.75 | -18.90 | 6.17 | 8.37 | 18.18 | -4.97 | 15.03 | 8.01 | -2.90 | 4.07 | 14.93 | 13.90 | 0.03 | 15.32 | 27.71 | -39.75 | 2.30 |
| Sharpe Ratio | NA | 1.93 | 1.17 | 0.14 | 0.50 | NA | NA | … | … | 1.47 | 1.22 | 0.79 | 1.36 | -1.53 | 0.89 | 0.48 | 2.86 | -0.78 | 3.58 | 0.86 | -0.33 | 0.58 | 1.95 | 1.59 | 0.00 | 1.00 | 1.19 | -1.20 | -0.06 |
| Standard Deviation(%) | NA | 6.68 | 7.36 | 8.79 | 9.22 | NA | NA | … | … | 8.26 | 8.15 | 6.50 | 6.73 | 13.32 | 6.89 | 16.90 | 5.85 | 8.22 | 4.03 | 9.05 | 9.00 | 6.94 | 7.63 | 8.76 | 17.67 | 15.19 | 23.17 | 33.80 | 13.37 |
| Draw Down(%) | NA | 5.59 | 7.91 | 21.65 | 21.65 | NA | NA | … | … | 5.59 | 7.91 | 3.46 | 6.66 | 19.50 | 4.87 | 21.65 | 2.90 | 11.50 | 1.18 | 7.21 | 10.00 | 6.10 | 6.91 | 7.44 | 15.82 | 11.85 | 23.38 | 46.19 | 8.58 |
| Yield(%) | 0.00 | 6.63 | 6.15 | 3.75 | 4.42 | 5.00 | 3.55 | … | … | 0.00 | 6.91 | 7.73 | 3.47 | 1.29 | 2.30 | 1.82 | 4.30 | 5.85 | 4.32 | 3.54 | 13.67 | 5.23 | 5.28 | 2.16 | 1.46 | 1.83 | 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 |
|---|---|---|---|---|
| GMWZX (MYDESTINATION 2025 FUND INVESTOR) |
-10.52%
Jun 2007 – Jun 2010 |
-2.52%
May 2007 – May 2012 |
2.67%
May 2007 – May 2017 |
2.51%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMWZX (MYDESTINATION 2025 FUND INVESTOR) |
23.49%
Feb 2009 – Feb 2012 |
18.53%
Feb 2009 – Feb 2014 |
11.28%
Feb 2009 – Feb 2019 |
8.60%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart