Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GPTUX (GUIDEPATH(R) TACTICAL ALLOCATION FUND SERVICE SHARES) | 7.49% | 18.29% | 15.59% | 7.26% | 7.19% | 5.52% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/06/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GPTUX (GUIDEPATH(R) TACTICAL ALLOCATION FUND SERVICE SHARES) | 05/06/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | 18.29 | 15.59 | 7.26 | 7.19 | 5.52 | NA | … | … | 7.49 | 7.09 | 20.29 | 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 | 1.34 | 0.96 | 0.35 | 0.42 | NA | NA | … | … | 1.19 | 0.31 | 1.28 | 0.93 | -0.93 | 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 | 12.28 | 13.27 | 13.71 | 13.37 | NA | NA | … | … | 13.92 | 13.83 | 13.05 | 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 | 8.31 | 16.38 | 20.92 | 22.84 | NA | NA | … | … | 8.31 | 14.80 | 7.02 | 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 | 8.51 | 6.56 | 3.69 | 3.82 | 3.41 | 2.50 | … | … | 0.00 | 8.24 | 7.28 | 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 06/04/2026, Common starting date 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) |
16.43%
May 2023 – May 2026 |
8.54%
Oct 2016 – Oct 2021 |
7.27%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart