Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GITUX (GUIDEPATH(R) TACTICAL ALLOCATION FUND INSTITUTIONAL SHARES) | NA | 9.28% | 7.27% | 5.00% | 5.33% | NA | NA | 5.85% |
Data as of 10/16/2023, AR inception is 09/14/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GITUX (GUIDEPATH(R) TACTICAL 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 | 9.28 | 7.27 | 5.00 | 5.33 | NA | NA | 5.85 | 6.36 | -5.85 | 20.24 | -2.84 | 21.25 | -3.95 | 19.57 | 3.69 | -5.28 | 1.52 | 15.11 | -0.09 |
| Sharpe Ratio | NA | 0.67 | 0.48 | 0.27 | 0.39 | NA | NA | 0.45 | 0.42 | -0.59 | 1.55 | -0.17 | 2.18 | -0.31 | 3.19 | 0.44 | -0.56 | 0.20 | 1.98 | -0.05 |
| Standard Deviation(%) | NA | 9.62 | 11.79 | 13.37 | 11.49 | NA | NA | 11.17 | 9.35 | 12.34 | 13.01 | 17.57 | 9.12 | 16.81 | 5.96 | 7.93 | 9.45 | 7.61 | 7.61 | 7.00 |
| Draw Down(%) | NA | 6.31 | 10.54 | 22.79 | 22.79 | NA | NA | 22.79 | 6.31 | 10.41 | 7.40 | 22.79 | 4.00 | 18.08 | 2.22 | 5.49 | 10.88 | 6.91 | 5.07 | 3.67 |
| Yield(%) | 0.00 | 4.66 | 6.94 | 5.74 | 4.92 | 3.70 | 2.78 | 5.05 | 0.00 | 4.28 | 11.66 | 4.80 | 5.50 | 4.79 | 5.33 | 1.28 | 1.15 | 7.80 | 2.78 | 1.83 |
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 |
|---|---|---|---|---|
| GITUX (GUIDEPATH(R) TACTICAL ALLOCATION FUND INSTITUTIONAL SHARES) |
-0.16%
Oct 2013 - Oct 2016 |
2.75%
Dec 2013 - Dec 2018 |
5.07%
May 2013 - May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GITUX (GUIDEPATH(R) TACTICAL ALLOCATION FUND INSTITUTIONAL SHARES) |
12.30%
Dec 2018 - Dec 2021 |
10.22%
Dec 2016 - Dec 2021 |
6.22%
Nov 2012 - Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart