Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GMSMX (GUIDEMARK(R) SMALL/MID CAP CORE FUND SERVICE SHARES) | 15.88% | 29.82% | 17.48% | 6.93% | 11.45% | 10.70% | 8.32% | … | … |
Data as of 06/04/2026, Common starting date is 07/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GMSMX (GUIDEMARK(R) SMALL/MID CAP CORE FUND SERVICE SHARES) | 07/26/2001 | 06/04/2026 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.79 | 29.82 | 17.48 | 6.93 | 11.45 | 10.70 | 8.32 | … | … | 15.88 | 8.76 | 11.29 | 17.73 | -18.23 | 24.45 | 21.98 | 23.25 | -9.38 | 14.40 | 17.22 | -6.84 | 8.00 | 37.00 | 18.98 | -6.60 | 25.55 | 25.25 | -31.94 | -10.94 | 15.57 | 3.91 | 18.44 | 33.93 | -13.26 | 4.66 |
| Sharpe Ratio | NA | 1.55 | 0.75 | 0.21 | 0.45 | NA | NA | … | … | 2.01 | 0.27 | 0.42 | 0.77 | -0.74 | 1.24 | 0.53 | 1.48 | -0.63 | 1.29 | 1.01 | -0.43 | 0.54 | 2.78 | 1.24 | -0.21 | 1.03 | 0.68 | -0.74 | -0.82 | 1.06 | 0.15 | 1.52 | 2.28 | -0.70 | 0.52 |
| Standard Deviation(%) | NA | 17.05 | 19.25 | 20.82 | 21.84 | NA | NA | … | … | 18.49 | 21.57 | 18.05 | 18.43 | 26.80 | 19.73 | 40.53 | 14.73 | 17.13 | 10.67 | 16.81 | 15.82 | 14.69 | 13.28 | 15.42 | 31.01 | 24.67 | 37.02 | 44.29 | 17.22 | 11.47 | 10.73 | 11.45 | 14.56 | 20.45 | 18.62 |
| Draw Down(%) | NA | 9.22 | 24.90 | 28.90 | 41.31 | NA | NA | … | … | 9.22 | 22.22 | 8.90 | 14.75 | 25.92 | 9.97 | 41.13 | 8.87 | 25.82 | 5.43 | 14.55 | 15.19 | 10.85 | 5.28 | 11.18 | 30.69 | 20.54 | 34.84 | 48.90 | 18.65 | 9.08 | 7.85 | 9.67 | 14.01 | 29.87 | 17.68 |
| Yield(%) | 0.00 | 7.26 | 6.57 | 5.48 | 8.18 | 8.67 | 6.57 | … | … | 0.00 | 7.06 | 9.34 | 0.79 | 1.82 | 13.21 | 2.46 | 1.74 | 5.67 | 29.43 | 0.33 | 2.57 | 6.94 | 0.00 | 0.36 | 0.00 | 0.00 | 0.31 | 0.73 | 3.55 | 26.57 | 7.08 | 3.36 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/26/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMSMX (GUIDEMARK(R) SMALL/MID CAP CORE FUND SERVICE SHARES) |
-19.95%
Feb 2006 – Feb 2009 |
-8.87%
Feb 2004 – Feb 2009 |
3.94%
Dec 2001 – Dec 2011 |
4.22%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMSMX (GUIDEMARK(R) SMALL/MID CAP CORE FUND SERVICE SHARES) |
28.87%
Feb 2009 – Feb 2012 |
26.09%
Feb 2009 – Feb 2014 |
16.04%
Feb 2009 – Feb 2019 |
13.93%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart