It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
GMWZX: MYDESTINATION 2025 FUND INVESTOR (MUTUAL FUND)
Basic Info 11.21 0.19(1.67%) June 05
| Asset Class: | Target Date 2021-2025 |
| MyPlanIQ Rating: | (87%) |
| Start Date: | 01/04/2007 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 6.68% |
| Expenses | 0.75% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.7 | 4.0 | 13.1 | 10.8 | 3.3 | 6.1 | 5.9 | 4.4 | 12.8 | 8.8 | 12.7 | -18.9 | 6.2 | 8.4 | 18.2 | -5.0 | 15.0 | 8.0 | -2.9 | 4.1 | 14.9 | 13.9 | 0.0 | 15.3 | 27.7 | -39.7 | 2.3 |
| Sharpe Ratio | NA | 1.47 | 1.93 | 1.17 | 0.14 | 0.5 | NA | 0.24 | 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 | 0.0 | 1.0 | 1.19 | -1.2 | -0.06 |
| Draw Down(%) | NA | 5.6 | 5.6 | 7.9 | 21.7 | 21.7 | NA | 56.2 | 7.9 | 3.5 | 6.7 | 19.5 | 4.9 | 21.6 | 2.9 | 11.5 | 1.2 | 7.2 | 10.0 | 6.1 | 6.9 | 7.4 | 15.8 | 11.9 | 23.4 | 46.2 | 8.6 |
| Standard Deviation(%) | NA | 8.3 | 6.7 | 7.4 | 8.8 | 9.2 | NA | 13.6 | 8.2 | 6.5 | 6.7 | 13.3 | 6.9 | 16.9 | 5.8 | 8.2 | 4.0 | 9.1 | 9.0 | 6.9 | 7.6 | 8.8 | 17.7 | 15.2 | 23.2 | 33.8 | 13.4 |
| Treynor Ratio | NA | 0.13 | 0.13 | 0.09 | 0.01 | 0.13 | NA | 0.05 | 0.1 | 0.05 | 0.11 | -0.23 | 0.07 | 0.1 | 3.59 | -0.31 | 0.15 | 0.08 | -0.03 | 0.05 | 0.16 | 0.15 | 0.0 | 0.14 | 0.26 | -0.39 | -0.01 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | -0.01 | 0.01 | NA | 0.0 | -0.01 | 0.0 | 0.0 | -0.02 | -0.01 | -0.01 | 0.06 | -0.02 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | -0.05 | -0.02 |
| Beta | NA | 0.97 | 0.97 | 0.94 | 0.91 | 0.35 | NA | 0.68 | 0.98 | 0.94 | 0.87 | 0.89 | 0.83 | 0.81 | 0.05 | 0.2 | 0.94 | 0.98 | 0.93 | 0.84 | 0.94 | 0.91 | 1.01 | 1.09 | 1.07 | 1.03 | 1.02 |
| RSquared | NA | 0.98 | 0.97 | 0.98 | 0.9 | 0.37 | NA | 0.64 | 0.98 | 0.97 | 0.98 | 0.84 | 0.79 | 0.84 | 0.08 | 0.26 | 0.89 | 0.98 | 0.98 | 0.78 | 0.96 | 0.94 | 0.97 | 0.98 | 0.97 | 0.9 | 0.94 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 6.9 | 7.7 | 3.5 | 1.3 | 2.3 | 1.8 | 4.3 | 5.8 | 4.3 | 3.5 | 13.7 | 5.2 | 5.3 | 2.2 | 1.5 | 1.8 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -9.1 | 141.2 | 114.8 | -41.3 | 33.0 | -51.5 | -34.6 | 49.6 | 29.6 | -78.7 | 159.7 | 6.5 | 173.1 | 46.2 | -9.6 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/29/2006
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 2021-2025 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2021-2025
Best Mutual Funds
- ARWFX (ONE CHOICE 2025 PORTFOLIO I CLASS) (100%)
- ARWIX (ONE CHOICE 2025 PORTFOLIO INVESTOR CLASS) (99%)
- VTTVX (Vanguard Target Retirement 2025) (97%)
- TRRHX (T. ROWE PRICE RETIREMENT 2025 FUND T. ROWE PRICE RETIREMENT 2025 FUND) (96%)
- FFTWX (FIDELITY FREEDOM 2025 FUND FIDELITY FREEDOM 2025 FUND) (95%)
- FITWX (FIDELITY ADVISOR FREEDOM 2025 FUND CLASS I) (94%)
- TCLFX (TIAA-CREF LIFECYCLE 2025 FUND RETIREMENT CLASS) (92%)
- PRRPX (Putnam Retirement Ready 2025 Fd Cl Y Shs) (91%)
- ISZIX (VOYA SOLUTION 2025 PORTFOLIO CLASS I) (90%)
- GMWZX (MYDESTINATION 2025 FUND INVESTOR) (87%)
Latest Articles Related to GMWZX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
