Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GPTUX (GUIDEPATH(R) TACTICAL ALLOCATION FUND SERVICE SHARES) | -0.45% | -2.41% | 8.34% | 5.34% | 4.40% | NA | NA | 4.31% |
Data as of 07/11/2025, AR inception is 05/06/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GPTUX (GUIDEPATH(R) TACTICAL ALLOCATION FUND SERVICE SHARES) | 05/06/2011 | 07/11/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | -2.41 | 8.34 | 5.34 | 4.40 | NA | NA | 4.31 | -0.45 | 14.55 | 14.85 | -10.49 | 9.04 | -7.79 | 20.40 | -4.54 | 18.55 | 3.41 | -6.22 | 1.17 | 14.49 | 10.95 | -9.81 |
| Sharpe Ratio | NA | -0.17 | 0.39 | 0.24 | 0.23 | NA | NA | 0.27 | -0.16 | 0.55 | 0.88 | -0.92 | 0.56 | -0.44 | 2.09 | -0.35 | 3.02 | 0.42 | -0.65 | 0.09 | 1.87 | 1.42 | -1.10 |
| Standard Deviation(%) | NA | 16.26 | 13.69 | 14.27 | 13.28 | NA | NA | 12.47 | 15.87 | 14.38 | 12.19 | 12.91 | 16.15 | 18.20 | 9.07 | 16.84 | 5.95 | 7.64 | 9.57 | 13.19 | 7.74 | 7.76 | 13.28 |
| Draw Down(%) | NA | 20.37 | 20.37 | 20.92 | 22.84 | NA | NA | 22.84 | 14.80 | 11.06 | 10.83 | 10.58 | 9.12 | 22.84 | 4.02 | 18.28 | 2.34 | 5.52 | 11.01 | 7.47 | 5.06 | 6.15 | 13.40 |
| Yield(%) | 0.00 | 1.23 | 0.98 | 0.71 | 1.88 | 2.12 | 1.59 | 2.27 | 0.00 | 1.44 | 1.41 | 0.00 | 0.50 | 0.04 | 5.02 | 4.24 | 3.92 | 1.08 | 0.98 | 7.35 | 2.32 | 1.51 | 0.48 |
Data as of 07/11/2025, AR inception is 05/06/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GPTUX (GUIDEPATH(R) TACTICAL ALLOCATION FUND SERVICE SHARES) |
-3.45%
Dec 2019 - Dec 2022 |
-0.41%
Sep 2018 - Sep 2023 |
2.28%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GPTUX (GUIDEPATH(R) TACTICAL ALLOCATION FUND SERVICE SHARES) |
10.86%
Dec 2016 - Dec 2019 |
8.54%
Oct 2016 - Oct 2021 |
6.01%
Nov 2011 - Nov 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart