GMLGX vs. GMWEX
Compare and contrast key facts about GuideMark Large Cap Core Fund (GMLGX) and GuideMark World ex-US Fund (GMWEX).
GMLGX is managed by GuideMark. It was launched on Jun 29, 2001. GMWEX is managed by GuideMark. It was launched on Jun 29, 2001.
Performance
GMLGX vs. GMWEX - Performance Comparison
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GMLGX vs. GMWEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GMLGX GuideMark Large Cap Core Fund | -4.99% | 14.26% | 22.35% | 25.27% | -19.10% | 26.33% | 22.21% | 28.12% | -5.53% | 20.65% |
GMWEX GuideMark World ex-US Fund | 0.99% | 33.60% | 5.36% | 15.97% | -16.19% | 11.70% | 8.58% | 20.02% | -14.12% | 25.97% |
Returns By Period
In the year-to-date period, GMLGX achieves a -4.99% return, which is significantly lower than GMWEX's 0.99% return. Over the past 10 years, GMLGX has outperformed GMWEX with an annualized return of 12.32%, while GMWEX has yielded a comparatively lower 8.37% annualized return.
GMLGX
- 1D
- 2.98%
- 1M
- -4.45%
- YTD
- -4.99%
- 6M
- -2.59%
- 1Y
- 14.79%
- 3Y*
- 16.15%
- 5Y*
- 9.52%
- 10Y*
- 12.32%
GMWEX
- 1D
- 3.03%
- 1M
- -5.12%
- YTD
- 0.99%
- 6M
- 5.74%
- 1Y
- 24.72%
- 3Y*
- 15.36%
- 5Y*
- 8.06%
- 10Y*
- 8.37%
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GMLGX vs. GMWEX - Expense Ratio Comparison
GMLGX has a 0.89% expense ratio, which is lower than GMWEX's 1.15% expense ratio.
Return for Risk
GMLGX vs. GMWEX — Risk / Return Rank
GMLGX
GMWEX
GMLGX vs. GMWEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for GuideMark Large Cap Core Fund (GMLGX) and GuideMark World ex-US Fund (GMWEX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| GMLGX | GMWEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 1.53 | -0.70 |
Sortino ratioReturn per unit of downside risk | 1.32 | 2.09 | -0.78 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.31 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 2.31 | -1.07 |
Martin ratioReturn relative to average drawdown | 5.53 | 8.99 | -3.46 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| GMLGX | GMWEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 1.53 | -0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.52 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.52 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.14 | +0.22 |
Correlation
The correlation between GMLGX and GMWEX is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
GMLGX vs. GMWEX - Dividend Comparison
GMLGX's dividend yield for the trailing twelve months is around 19.46%, more than GMWEX's 14.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GMLGX GuideMark Large Cap Core Fund | 19.46% | 18.49% | 4.20% | 0.75% | 10.27% | 3.03% | 0.38% | 1.01% | 2.22% | 4.25% | 2.99% | 3.08% |
GMWEX GuideMark World ex-US Fund | 14.50% | 14.64% | 2.94% | 3.43% | 3.11% | 1.08% | 2.01% | 1.66% | 1.61% | 1.43% | 1.86% | 2.70% |
Drawdowns
GMLGX vs. GMWEX - Drawdown Comparison
The maximum GMLGX drawdown since its inception was -56.56%, smaller than the maximum GMWEX drawdown of -70.00%. Use the drawdown chart below to compare losses from any high point for GMLGX and GMWEX.
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Drawdown Indicators
| GMLGX | GMWEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.56% | -70.00% | +13.44% |
Max Drawdown (1Y)Largest decline over 1 year | -12.82% | -10.42% | -2.40% |
Max Drawdown (5Y)Largest decline over 5 years | -25.54% | -31.28% | +5.74% |
Max Drawdown (10Y)Largest decline over 10 years | -35.15% | -35.51% | +0.36% |
Current DrawdownCurrent decline from peak | -6.90% | -6.92% | +0.02% |
Average DrawdownAverage peak-to-trough decline | -9.51% | -31.22% | +21.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.87% | 2.68% | +0.19% |
Volatility
GMLGX vs. GMWEX - Volatility Comparison
The current volatility for GuideMark Large Cap Core Fund (GMLGX) is 5.19%, while GuideMark World ex-US Fund (GMWEX) has a volatility of 7.47%. This indicates that GMLGX experiences smaller price fluctuations and is considered to be less risky than GMWEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GMLGX | GMWEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.19% | 7.47% | -2.28% |
Volatility (6M)Calculated over the trailing 6-month period | 9.53% | 10.78% | -1.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.73% | 16.48% | +2.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.66% | 15.55% | +2.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.66% | 16.17% | +2.49% |