Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GISRX (GUIDEPATH(R) GROWTH ALLOCATION FUND INSTITUTIONAL SHARES) | NA | 20.07% | 5.55% | 7.90% | 6.95% | NA | NA | 7.79% |
Data as of 10/16/2023, AR inception is 09/14/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GISRX (GUIDEPATH(R) GROWTH ALLOCATION FUND INSTITUTIONAL SHARES) | 09/14/2012 | 10/16/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 20.07 | 5.55 | 7.90 | 6.95 | NA | NA | 7.79 | 13.78 | -22.28 | 19.82 | 20.10 | 26.47 | -9.81 | 22.69 | 6.63 | -4.62 | 3.85 | 20.40 | 0.75 |
| Sharpe Ratio | NA | 1.34 | 0.23 | 0.32 | 0.36 | NA | NA | 0.42 | 1.21 | -0.98 | 1.47 | 0.61 | 2.13 | -0.73 | 3.32 | 0.48 | -0.32 | 0.33 | 1.85 | 0.23 |
| Standard Deviation(%) | NA | 14.49 | 17.53 | 20.73 | 16.95 | NA | NA | 16.50 | 11.26 | 24.26 | 13.46 | 32.37 | 11.75 | 15.14 | 6.68 | 13.41 | 14.48 | 11.65 | 11.01 | 11.23 |
| Draw Down(%) | NA | 7.99 | 29.29 | 33.16 | 33.16 | NA | NA | 33.16 | 7.99 | 28.76 | 5.71 | 33.16 | 6.52 | 19.36 | 2.06 | 11.62 | 14.56 | 8.93 | 8.14 | 6.28 |
| Yield(%) | 0.00 | 4.45 | 3.43 | 3.18 | 4.40 | 3.45 | 2.59 | 4.71 | 0.00 | 3.26 | 3.38 | 2.69 | 2.01 | 1.74 | 14.01 | 4.91 | 3.24 | 3.24 | 3.38 | 1.14 |
Data as of 10/16/2023, AR inception is 09/14/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GISRX (GUIDEPATH(R) GROWTH ALLOCATION FUND INSTITUTIONAL SHARES) |
1.56%
Mar 2017 - Mar 2020 |
1.86%
Mar 2015 - Mar 2020 |
7.13%
Dec 2012 - Dec 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GISRX (GUIDEPATH(R) GROWTH ALLOCATION FUND INSTITUTIONAL SHARES) |
22.09%
Dec 2018 - Dec 2021 |
15.49%
Oct 2016 - Oct 2021 |
7.95%
Nov 2012 - Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart