GPMIX vs. GPIGX
GPMIX (GuidePath Multi-Asset Income Allocation Fund) and GPIGX (GuidepathGrowth and Income Fund) are both mutual funds - GPMIX is a Diversified Portfolio fund managed by GuidePath, while GPIGX is a Large Cap Value Equities fund managed by GuidePath. Over the past 5 years, GPMIX returned 5.31%/yr vs 9.26%/yr for GPIGX. Their correlation of 0.88 suggests significant overlap in exposure. GPMIX charges 0.59%/yr vs 0.85%/yr for GPIGX.
Performance
GPMIX vs. GPIGX - Performance Comparison
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Returns By Period
In the year-to-date period, GPMIX achieves a 7.05% return, which is significantly lower than GPIGX's 9.86% return.
GPMIX
- 1D
- 0.00%
- 1M
- 0.24%
- YTD
- 7.05%
- 6M
- 6.87%
- 1Y
- 15.19%
- 3Y*
- 11.99%
- 5Y*
- 5.31%
- 10Y*
- 5.68%
GPIGX
- 1D
- 0.30%
- 1M
- -0.37%
- YTD
- 9.86%
- 6M
- 9.42%
- 1Y
- 18.66%
- 3Y*
- 14.51%
- 5Y*
- 9.26%
- 10Y*
- —
GPMIX vs. GPIGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
GPMIX GuidePath Multi-Asset Income Allocation Fund | 7.05% | 12.93% | 7.53% | 9.39% | -12.18% | 11.60% | 0.71% | 16.31% | -4.55% |
GPIGX GuidepathGrowth and Income Fund | 9.86% | 9.12% | 17.85% | 9.54% | -7.89% | 20.43% | 6.24% | 15.88% | -6.95% |
Correlation
The correlation between GPMIX and GPIGX is 0.88, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.88 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.86 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.87 |
Correlation (All Time) Calculated using the full available price history since Jun 20, 2018 | 0.88 |
The correlation between GPMIX and GPIGX has been stable across timeframes, ranging from 0.86 to 0.88 - a consistent structural relationship.
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Return for Risk
GPMIX vs. GPIGX — Risk / Return Rank
GPMIX
GPIGX
GPMIX vs. GPIGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for GuidePath Multi-Asset Income Allocation Fund (GPMIX) and GuidepathGrowth and Income Fund (GPIGX). 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.
| GPMIX | GPIGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.27 | ||
| Sortino ratioReturn per unit of downside risk | +0.39 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.37 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 3.23 | 3.04 | +0.19 |
| Martin ratioReturn relative to average drawdown | 13.38 | 11.03 | +2.35 |
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Drawdowns
GPMIX vs. GPIGX - Drawdown Comparison
The maximum GPMIX drawdown since its inception was -27.61%, roughly equal to the maximum GPIGX drawdown of -27.88%. Use the drawdown chart below to compare losses from any high point for GPMIX and GPIGX.
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Drawdown Indicators
| GPMIX | GPIGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.61% | -27.88% | +0.27% |
Max Drawdown (1Y)Largest decline over 1 year | -4.88% | -6.44% | +1.56% |
Max Drawdown (3Y)Largest decline over 3 years | -7.82% | -14.99% | +7.17% |
Max Drawdown (5Y)Largest decline over 5 years | -19.16% | -16.34% | -2.82% |
Max Drawdown (10Y)Largest decline over 10 years | -27.61% | — | — |
Current DrawdownCurrent decline from peak | -0.71% | -1.17% | +0.46% |
Average DrawdownAverage peak-to-trough decline | -3.56% | -4.22% | +0.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.18% | 1.77% | -0.59% |
Volatility
GPMIX vs. GPIGX - Volatility Comparison
The current volatility for GuidePath Multi-Asset Income Allocation Fund (GPMIX) is 2.08%, while GuidepathGrowth and Income Fund (GPIGX) has a volatility of 2.78%. This indicates that GPMIX experiences smaller price fluctuations and is considered to be less risky than GPIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GPMIX | GPIGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.08% | 2.78% | -0.70% |
Volatility (6M)Calculated over the trailing 6-month period | 5.41% | 7.03% | -1.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.81% | 9.55% | -2.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.02% | 12.04% | -3.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.84% | 13.80% | -3.96% |
GPMIX vs. GPIGX - Expense Ratio Comparison
GPMIX has a 0.59% expense ratio, which is lower than GPIGX's 0.85% expense ratio.
Dividends
GPMIX vs. GPIGX - Dividend Comparison
GPMIX's dividend yield for the trailing twelve months is around 3.65%, less than GPIGX's 13.48% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GPIGX GuidepathGrowth and Income Fund | 13.48% | 14.61% | 1.33% | 2.55% | 1.62% | 14.44% | 1.30% | 1.38% | 2.37% | 0.00% | 0.00% | 0.00% |
GPMIX GuidePath Multi-Asset Income Allocation Fund | 3.65% | 3.87% | 4.21% | 3.93% | 3.63% | 2.67% | 2.60% | 3.33% | 3.58% | 2.61% | 3.05% | 3.60% |
Frequently Asked Questions
GPMIX and GPIGX have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
GPIGX has higher volatility (2.78%) compared to GPMIX (2.08%). In terms of maximum drawdown, GPMIX dropped -27.61% vs GPIGX's -27.88%.
GPMIX currently has the higher Sharpe Ratio (2.32 vs 2.05), 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.
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