Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GMLVX (Guidemark Large Cap Value Fun) | 15.16% | 11.20% | 7.90% | 1.80% | 3.06% | 6.75% | 3.78% | 4.14% |
Data as of 07/14/2025, AR inception is 07/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GMLVX (Guidemark Large Cap Value Fun) | 07/26/2001 | 07/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.55 | 11.20 | 7.90 | 1.80 | 3.06 | 6.75 | 3.78 | 4.14 | 15.16 | 4.79 | 11.12 | -29.45 | -7.80 | 15.54 | 17.81 | -15.25 | 38.24 | 9.55 | -10.10 | 7.81 | 37.11 | 14.60 | -2.05 | 11.41 | 24.17 | -44.44 | -3.23 | 20.77 | 1.81 | 11.59 | 35.66 | -22.91 | 1.72 |
| Sharpe Ratio | NA | 0.43 | 0.24 | -0.03 | 0.10 | NA | NA | 0.14 | 1.52 | -0.13 | 0.54 | -1.39 | -0.43 | 0.52 | 1.24 | -0.92 | 3.67 | 0.53 | -0.63 | 0.64 | 3.05 | 1.10 | -0.08 | 0.65 | 0.78 | -0.99 | -0.38 | 1.78 | -0.04 | 1.04 | 2.21 | -0.99 | 0.16 |
| Standard Deviation(%) | NA | 16.76 | 16.11 | 17.13 | 18.17 | NA | NA | 19.77 | 18.00 | 13.97 | 12.91 | 22.31 | 18.27 | 29.18 | 13.20 | 18.04 | 10.30 | 17.73 | 15.95 | 12.18 | 12.14 | 13.30 | 24.89 | 17.42 | 30.96 | 45.84 | 16.26 | 9.89 | 9.75 | 10.28 | 15.82 | 24.34 | 15.50 |
| Draw Down(%) | NA | 16.30 | 16.35 | 42.30 | 42.30 | NA | NA | 66.20 | 13.90 | 10.80 | 11.58 | 31.41 | 17.67 | 34.64 | 10.99 | 26.99 | 5.33 | 11.89 | 18.28 | 9.10 | 4.96 | 10.93 | 23.51 | 15.03 | 33.39 | 55.99 | 15.60 | 6.54 | 6.77 | 7.74 | 16.67 | 37.48 | 14.06 |
| Yield(%) | 0.00 | 2.83 | 3.49 | 2.22 | 3.01 | 4.27 | 3.21 | 3.43 | 0.00 | 3.20 | 3.69 | 3.29 | 1.59 | 0.22 | 2.04 | 11.02 | 0.97 | 0.39 | 1.19 | 1.32 | 1.33 | 1.54 | 1.00 | 1.27 | 1.78 | 1.89 | 8.82 | 10.90 | 3.00 | 3.30 | 0.00 | 0.00 | 0.00 |
Data as of 07/14/2025, AR inception is 07/26/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMLVX (Guidemark Large Cap Value Fun) |
-21.77%
Feb 2006 - Feb 2009 |
-11.64%
Feb 2004 - Feb 2009 |
0.12%
Sep 2001 - Sep 2011 |
1.24%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMLVX (Guidemark Large Cap Value Fun) |
24.21%
Feb 2009 - Feb 2012 |
22.87%
Feb 2009 - Feb 2014 |
14.17%
Feb 2009 - Feb 2019 |
8.74%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart