Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GMTEX (GUIDEMARK(R) TAX-EXEMPT FIXED INCOME FUND SERVICE SHARES) | NA | 8.08% | 3.82% | 2.47% | 3.68% | 3.36% | NA | 3.21% |
Data as of 04/07/2021, AR inception is 07/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GMTEX (GUIDEMARK(R) TAX-EXEMPT FIXED INCOME FUND SERVICE SHARES) | 07/26/2001 | 04/07/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.08 | 3.82 | 2.47 | 3.68 | 3.36 | NA | 3.21 | -0.83 | 4.40 | 7.14 | -0.20 | 4.65 | -0.39 | 2.49 | 8.58 | -4.23 | 6.95 | 8.27 | 1.81 | 12.69 | -4.45 | 1.64 | 3.11 | 0.73 | 1.14 | 1.94 | 7.36 | -0.10 |
| Sharpe Ratio | NA | 3.74 | 0.59 | 0.43 | 1.01 | NA | NA | 0.69 | -1.48 | 0.50 | 3.29 | -0.97 | 2.35 | -0.29 | 1.50 | 5.23 | -1.39 | 3.49 | 3.24 | 0.64 | 3.99 | -0.91 | -0.64 | -0.11 | -0.75 | 0.06 | 0.38 | 1.90 | -0.67 |
| Standard Deviation(%) | NA | 2.15 | 4.97 | 4.04 | 3.24 | NA | NA | 3.24 | 2.17 | 8.24 | 1.74 | 1.58 | 1.71 | 2.07 | 1.64 | 1.64 | 3.07 | 1.99 | 2.54 | 2.72 | 3.16 | 5.91 | 2.16 | 1.72 | 1.93 | 3.23 | 3.30 | 3.29 | 2.81 |
| Draw Down(%) | NA | 2.23 | 12.88 | 12.88 | 12.88 | NA | NA | 12.88 | 2.23 | 12.88 | 1.55 | 2.03 | 1.14 | 5.14 | 2.28 | 1.20 | 7.85 | 1.58 | 2.14 | 5.71 | 2.49 | 10.83 | 2.35 | 1.19 | 2.16 | 5.60 | 5.57 | 4.30 | 3.55 |
| Yield(%) | 0.00 | 11.38 | 5.73 | 4.37 | 3.98 | 3.59 | 3.08 | 3.25 | 8.19 | 3.53 | 2.80 | 2.88 | 3.00 | 2.70 | 2.79 | 2.93 | 2.86 | 2.99 | 2.71 | 3.32 | 3.56 | 3.10 | 2.80 | 2.42 | 1.90 | 1.31 | 0.00 | 0.00 | 0.00 |
Data as of 04/07/2021, 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 |
|---|---|---|---|---|
| GMTEX (GUIDEMARK(R) TAX-EXEMPT FIXED INCOME FUND SERVICE SHARES) |
-0.03%
Nov 2005 - Nov 2008 |
0.28%
Nov 2003 - Nov 2008 |
2.61%
Sep 2003 - Sep 2013 |
2.65%
May 2003 - May 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMTEX (GUIDEMARK(R) TAX-EXEMPT FIXED INCOME FUND SERVICE SHARES) |
7.50%
Dec 2008 - Dec 2011 |
5.63%
Feb 2008 - Feb 2013 |
3.99%
Jun 2006 - Jun 2016 |
3.43%
Jan 2006 - Jan 2021 |
Annualized Rolling Returns Comparison Chart