GPARX vs. STBCX
Compare and contrast key facts about GuidePath Absolute Return Allocation Fund (GPARX) and Invesco Short Term Bond Fund (STBCX).
GPARX is managed by GuidePath. It was launched on Apr 29, 2011. STBCX is managed by Invesco. It was launched on Aug 30, 2002.
Performance
GPARX vs. STBCX - Performance Comparison
Loading graphics...
GPARX vs. STBCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GPARX GuidePath Absolute Return Allocation Fund | 4.77% | 7.42% | 4.20% | 6.87% | -10.82% | 0.75% | 3.92% | 7.47% | -1.64% | 4.50% |
STBCX Invesco Short Term Bond Fund | -0.47% | 5.23% | 4.55% | 4.61% | -5.01% | -0.49% | 2.93% | 4.57% | 0.37% | 1.39% |
Returns By Period
In the year-to-date period, GPARX achieves a 4.77% return, which is significantly higher than STBCX's -0.47% return. Over the past 10 years, GPARX has outperformed STBCX with an annualized return of 3.27%, while STBCX has yielded a comparatively lower 1.87% annualized return.
GPARX
- 1D
- 0.00%
- 1M
- -0.39%
- YTD
- 4.77%
- 6M
- 6.79%
- 1Y
- 10.64%
- 3Y*
- 6.93%
- 5Y*
- 2.54%
- 10Y*
- 3.27%
STBCX
- 1D
- 0.12%
- 1M
- -1.23%
- YTD
- -0.47%
- 6M
- 0.66%
- 1Y
- 3.25%
- 3Y*
- 4.21%
- 5Y*
- 1.59%
- 10Y*
- 1.87%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
GPARX vs. STBCX - Expense Ratio Comparison
GPARX has a 0.99% expense ratio, which is higher than STBCX's 0.97% expense ratio.
Return for Risk
GPARX vs. STBCX — Risk / Return Rank
GPARX
STBCX
GPARX vs. STBCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for GuidePath Absolute Return Allocation Fund (GPARX) and Invesco Short Term Bond Fund (STBCX). 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.
| GPARX | STBCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.65 | 1.76 | -0.11 |
Sortino ratioReturn per unit of downside risk | 2.19 | 3.00 | -0.81 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.44 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.35 | 2.77 | -0.43 |
Martin ratioReturn relative to average drawdown | 10.80 | 10.89 | -0.09 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| GPARX | STBCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.65 | 1.76 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.71 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.93 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.80 | -0.05 |
Correlation
The correlation between GPARX and STBCX is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
GPARX vs. STBCX - Dividend Comparison
GPARX's dividend yield for the trailing twelve months is around 3.16%, less than STBCX's 3.72% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GPARX GuidePath Absolute Return Allocation Fund | 3.16% | 3.31% | 4.99% | 4.81% | 2.42% | 1.99% | 2.45% | 2.76% | 2.27% | 1.60% | 3.17% | 2.15% |
STBCX Invesco Short Term Bond Fund | 3.72% | 4.09% | 4.31% | 3.21% | 1.91% | 1.14% | 1.82% | 2.46% | 2.15% | 1.51% | 1.29% | 1.64% |
Drawdowns
GPARX vs. STBCX - Drawdown Comparison
The maximum GPARX drawdown since its inception was -15.56%, which is greater than STBCX's maximum drawdown of -9.27%. Use the drawdown chart below to compare losses from any high point for GPARX and STBCX.
Loading graphics...
Drawdown Indicators
| GPARX | STBCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.56% | -9.27% | -6.29% |
Max Drawdown (1Y)Largest decline over 1 year | -4.68% | -1.35% | -3.33% |
Max Drawdown (5Y)Largest decline over 5 years | -15.56% | -8.08% | -7.48% |
Max Drawdown (10Y)Largest decline over 10 years | -15.56% | -8.08% | -7.48% |
Current DrawdownCurrent decline from peak | -1.46% | -1.23% | -0.23% |
Average DrawdownAverage peak-to-trough decline | -2.40% | -1.01% | -1.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.02% | 0.34% | +0.68% |
Volatility
GPARX vs. STBCX - Volatility Comparison
GuidePath Absolute Return Allocation Fund (GPARX) has a higher volatility of 2.14% compared to Invesco Short Term Bond Fund (STBCX) at 0.61%. This indicates that GPARX's price experiences larger fluctuations and is considered to be riskier than STBCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| GPARX | STBCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.14% | 0.61% | +1.53% |
Volatility (6M)Calculated over the trailing 6-month period | 6.11% | 1.28% | +4.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.56% | 2.07% | +4.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.94% | 2.25% | +2.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.23% | 2.03% | +2.20% |