Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GITTX (GUIDEPATH(R) CONSERVATIVE ALLOCATION FUND INSTITUTIONAL SHARES) | NA | 10.68% | 2.10% | 4.56% | 3.94% | NA | NA | … | … |
Data as of 10/16/2023, Common starting date is 09/14/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GITTX (GUIDEPATH(R) CONSERVATIVE 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 | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.68 | 2.10 | 4.56 | 3.94 | NA | NA | … | … | 4.64 | -12.17 | 9.90 | 9.06 | 16.96 | -4.31 | 12.28 | 1.63 | -3.55 | 4.57 | 15.50 | 0.49 |
| Sharpe Ratio | NA | 1.10 | 0.06 | 0.31 | 0.34 | NA | NA | … | … | 0.32 | -1.14 | 1.24 | 0.54 | 3.15 | -0.90 | 3.30 | 0.20 | -0.33 | 0.51 | 1.78 | 0.19 |
| Standard Deviation(%) | NA | 7.34 | 8.92 | 10.28 | 9.05 | NA | NA | … | … | 5.26 | 11.90 | 7.93 | 16.17 | 4.94 | 6.23 | 3.55 | 7.09 | 10.79 | 8.90 | 8.67 | 8.60 |
| Draw Down(%) | NA | 4.50 | 20.94 | 20.94 | 20.94 | NA | NA | … | … | 4.50 | 18.00 | 3.58 | 19.77 | 2.09 | 8.62 | 1.54 | 6.99 | 10.89 | 6.86 | 7.17 | 4.78 |
| Yield(%) | 0.00 | 2.64 | 3.06 | 3.08 | 4.20 | 3.19 | 2.39 | … | … | 0.00 | 2.20 | 4.05 | 2.72 | 2.99 | 2.27 | 2.37 | 10.08 | 9.25 | 7.06 | 1.97 | 1.66 |
Data as of 10/16/2023, Common starting date is 09/14/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GITTX (GUIDEPATH(R) CONSERVATIVE ALLOCATION FUND INSTITUTIONAL SHARES) |
0.82%
Dec 2013 – Dec 2016 |
1.36%
Mar 2015 – Mar 2020 |
4.12%
Sep 2013 – Sep 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GITTX (GUIDEPATH(R) CONSERVATIVE ALLOCATION FUND INSTITUTIONAL SHARES) |
11.92%
Dec 2018 – Dec 2021 |
8.53%
Dec 2016 – Dec 2021 |
4.99%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart