Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GPMIX (GUIDEPATH(R) MULTI-ASSET INCOME ALLOCATION FUND SERVICE SHARES) | 5.60% | 8.19% | 8.35% | 6.18% | 4.17% | NA | NA | 4.77% |
Data as of 07/14/2025, AR inception is 09/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GPMIX (GUIDEPATH(R) MULTI-ASSET INCOME ALLOCATION FUND SERVICE SHARES) | 09/05/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.35 | 8.19 | 8.35 | 6.18 | 4.17 | NA | NA | 4.77 | 5.60 | 7.53 | 9.40 | -12.10 | 11.51 | 0.71 | 16.29 | -6.10 | 9.75 | 7.02 | -3.49 | 4.22 | 5.93 | 4.41 |
| Sharpe Ratio | NA | 0.60 | 0.49 | 0.46 | 0.28 | NA | NA | 0.36 | 0.73 | 0.14 | 0.61 | -1.08 | 1.79 | 0.02 | 2.21 | -1.09 | 2.79 | 1.02 | -0.52 | 0.67 | 0.78 | 2.56 |
| Standard Deviation(%) | NA | 9.19 | 9.38 | 9.12 | 9.89 | NA | NA | 9.27 | 10.99 | 6.74 | 8.49 | 12.53 | 6.43 | 20.56 | 6.74 | 6.81 | 3.28 | 6.68 | 6.79 | 6.26 | 7.58 | 5.74 |
| Draw Down(%) | NA | 7.64 | 12.09 | 19.18 | 27.61 | NA | NA | 27.61 | 7.64 | 3.87 | 8.58 | 19.18 | 3.11 | 27.61 | 3.29 | 10.34 | 1.24 | 4.91 | 8.85 | 5.07 | 8.67 | 3.78 |
| Yield(%) | 0.00 | 3.00 | 3.85 | 3.56 | 3.24 | 3.01 | 2.26 | 3.76 | 0.53 | 4.34 | 4.12 | 3.08 | 2.93 | 2.54 | 3.73 | 3.24 | 2.79 | 2.57 | 3.35 | 4.52 | 3.53 | 1.69 |
Data as of 07/14/2025, AR inception is 09/05/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GPMIX (GUIDEPATH(R) MULTI-ASSET INCOME ALLOCATION FUND SERVICE SHARES) |
-1.90%
Sep 2019 - Sep 2022 |
-0.18%
Mar 2015 - Mar 2020 |
2.23%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GPMIX (GUIDEPATH(R) MULTI-ASSET INCOME ALLOCATION FUND SERVICE SHARES) |
9.31%
Dec 2018 - Dec 2021 |
7.88%
Mar 2020 - Mar 2025 |
4.19%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart