GPIGX vs. GPINX

Last updated Jun 23, 2026

GPIGX (GuidepathGrowth and Income Fund) and GPINX (Guidepath Income Fund) are both mutual funds - GPIGX is a Large Cap Value Equities fund managed by GuidePath, while GPINX is a Intermediate Core-Plus Bond fund managed by GuidePath. Over the past 5 years, GPIGX returned 9.53%/yr vs -0.07%/yr for GPINX. At a 0.30 correlation, their price movements are largely independent. GPIGX charges 0.85%/yr vs 1.14%/yr for GPINX.

Performance

GPIGX vs. GPINX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in GuidepathGrowth and Income Fund (GPIGX) and Guidepath Income Fund (GPINX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, GPIGX achieves a 9.54% return, which is significantly higher than GPINX's -0.13% return.

GPIGX

• 1D: -0.15%
• 1M: -0.66%
• YTD: 9.54%
• 6M: 9.14%
• 1Y: 19.13%
• 3Y*: 13.70%
• 5Y*: 9.53%
• 10Y*: —

GPINX

• 1D: 0.35%
• 1M: 0.95%
• YTD: -0.13%
• 6M: -0.02%
• 1Y: 4.05%
• 3Y*: 4.84%
• 5Y*: -0.07%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

GPIGX vs. GPINX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
GPIGX GuidepathGrowth and Income Fund	9.54%	9.12%	17.85%	9.54%	-7.89%	20.43%	6.24%	15.88%	-6.95%
GPINX Guidepath Income Fund	-0.13%	6.32%	4.54%	5.20%	-14.36%	-0.75%	1.31%	8.41%	-1.33%

Correlation

The correlation between GPIGX and GPINX is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.46
Correlation (3Y) Calculated over the trailing 3-year period	0.42
Correlation (5Y) Calculated over the trailing 5-year period	0.32
Correlation (All Time) Calculated using the full available price history since Jun 20, 2018	0.30

The correlation between GPIGX and GPINX shifts across timeframes, from 0.30 (all time) to 0.46 (1 year), reflecting how their relationship changes across market environments.

Return for Risk

GPIGX vs. GPINX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GPIGX

GPIGX Risk / Return Rank: 57
GPIGX Sharpe Ratio Rank: 54
GPIGX Sortino Ratio Rank: 56
GPIGX Omega Ratio Rank: 51
GPIGX Calmar Ratio Rank: 65
GPIGX Martin Ratio Rank: 57

GPINX

GPINX Risk / Return Rank: 16
GPINX Sharpe Ratio Rank: 18
GPINX Sortino Ratio Rank: 17
GPINX Omega Ratio Rank: 18
GPINX Calmar Ratio Rank: 16
GPINX Martin Ratio Rank: 14

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

GPIGX vs. GPINX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for GuidepathGrowth and Income Fund (GPIGX) and Guidepath Income Fund (GPINX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	GPIGX	GPINX	Difference
Sharpe ratio: Return per unit of total volatility	2.01	1.13	+0.88
Sortino ratio: Return per unit of downside risk	2.87	1.62	+1.25
Omega ratio: Gain probability vs. loss probability	1.36	1.20	+0.16
Calmar ratio: Return relative to maximum drawdown	2.97	1.33	+1.63
Martin ratio: Return relative to average drawdown	10.79	3.61	+7.18

GPIGX vs. GPINX - Sharpe Ratio Comparison

The current GPIGX Sharpe Ratio is 2.01, which is higher than the GPINX Sharpe Ratio of 1.13. The chart below compares the historical Sharpe Ratios of GPIGX and GPINX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

GPIGX vs. GPINX - Drawdown Comparison

The maximum GPIGX drawdown since its inception was -27.88%, which is greater than GPINX's maximum drawdown of -19.20%. Use the drawdown chart below to compare losses from any high point for GPIGX and GPINX.

Drawdown Indicators

	GPIGX	GPINX	Difference
Max Drawdown Largest peak-to-trough decline	-27.88%	-19.20%	-8.68%
Max Drawdown (1Y) Largest decline over 1 year	-6.44%	-3.14%	-3.30%
Max Drawdown (3Y) Largest decline over 3 years	-14.99%	-4.67%	-10.32%
Max Drawdown (5Y) Largest decline over 5 years	-16.34%	-18.98%	+2.64%
Current Drawdown Current decline from peak	-1.46%	-1.89%	+0.43%
Average Drawdown Average peak-to-trough decline	-4.22%	-6.00%	+1.78%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.77%	1.16%	+0.61%

Volatility

GPIGX vs. GPINX - Volatility Comparison

GuidepathGrowth and Income Fund (GPIGX) has a higher volatility of 2.78% compared to Guidepath Income Fund (GPINX) at 1.30%. This indicates that GPIGX's price experiences larger fluctuations and is considered to be riskier than GPINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	GPIGX	GPINX	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.78%	1.30%	+1.48%
Volatility (6M) Calculated over the trailing 6-month period	7.03%	2.82%	+4.21%
Volatility (1Y) Calculated over the trailing 1-year period	9.53%	3.72%	+5.81%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.06%	5.52%	+6.54%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.80%	5.20%	+8.60%

GPIGX vs. GPINX - Expense Ratio Comparison

GPIGX has a 0.85% expense ratio, which is lower than GPINX's 1.14% expense ratio.

Dividends

GPIGX vs. GPINX - Dividend Comparison

GPIGX's dividend yield for the trailing twelve months is around 13.52%, more than GPINX's 4.14% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
GPIGX GuidepathGrowth and Income Fund	13.52%	14.61%	1.33%	2.55%	1.62%	14.44%	1.30%	1.38%	2.37%
GPINX Guidepath Income Fund	4.14%	4.25%	4.34%	3.58%	1.59%	2.26%	1.86%	2.23%	2.04%

Frequently Asked Questions

Can I hold both GPIGX and GPINX in my portfolio?

GPIGX and GPINX have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, GPIGX or GPINX?

GPIGX has higher volatility (2.78%) compared to GPINX (1.30%). In terms of maximum drawdown, GPIGX dropped -27.88% vs GPINX's -19.20%.

Which has better risk-adjusted returns?

GPIGX currently has the higher Sharpe Ratio (2.01 vs 1.13), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.