Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GMWYX (MYDESTINATION 2025 FUND INSTITUTIONAL) | 4.17% | 13.36% | 11.21% | 5.23% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/02/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GMWYX (MYDESTINATION 2025 FUND INSTITUTIONAL) | 05/02/2017 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.58 | 13.36 | 11.21 | 5.23 | NA | NA | NA | … | … | 4.17 | 13.21 | 9.08 | 12.95 | -14.19 | 9.29 | 10.96 | 18.45 | -4.64 | 8.67 |
| Sharpe Ratio | NA | 1.54 | 1.06 | 0.32 | NA | NA | NA | … | … | 0.88 | 1.26 | 0.83 | 1.38 | -1.30 | 1.44 | 0.64 | 2.91 | -0.70 | 2.10 |
| Standard Deviation(%) | NA | 6.98 | 7.49 | 8.42 | NA | NA | NA | … | … | 8.57 | 8.26 | 6.55 | 6.81 | 12.10 | 6.44 | 16.70 | 5.84 | 8.58 | 5.96 |
| Draw Down(%) | NA | 5.59 | 7.91 | 19.38 | NA | NA | NA | … | … | 5.59 | 7.91 | 3.46 | 6.55 | 19.32 | 2.99 | 21.58 | 2.80 | 11.33 | 2.55 |
| Yield(%) | 0.00 | 6.90 | 6.44 | 5.41 | 5.19 | 3.46 | 2.59 | … | … | 0.00 | 7.19 | 8.04 | 3.78 | 6.08 | 5.30 | 4.36 | 4.56 | 6.09 | 4.36 |
Data as of 06/05/2026, Common starting date is 05/02/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMWYX (MYDESTINATION 2025 FUND INSTITUTIONAL) |
0.79%
Apr 2021 – Apr 2024 |
2.77%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMWYX (MYDESTINATION 2025 FUND INSTITUTIONAL) |
13.07%
Sep 2022 – Sep 2025 |
8.13%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart