GPSTX vs. LVAGX
GPSTX (GuidePath Growth Allocation Fund) and LVAGX (LSV Global Value Fund) are both Global Equities funds. Over the past 10 years, GPSTX returned 11.61%/yr vs 11.57%/yr for LVAGX. Their correlation of 0.87 suggests significant overlap in exposure. GPSTX charges 0.64%/yr vs 1.15%/yr for LVAGX.
Performance
GPSTX vs. LVAGX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, GPSTX achieves a 10.29% return, which is significantly lower than LVAGX's 22.92% return. Both investments have delivered pretty close results over the past 10 years, with GPSTX having a 11.61% annualized return and LVAGX not far behind at 11.57%.
GPSTX
- 1D
- -1.20%
- 1M
- 0.13%
- 6M
- 7.42%
- YTD
- 10.29%
- 1Y
- 20.51%
- 3Y*
- 17.92%
- 5Y*
- 9.49%
- 10Y*
- 11.61%
LVAGX
- 1D
- -0.80%
- 1M
- -0.66%
- 6M
- 19.58%
- YTD
- 22.92%
- 1Y
- 37.76%
- 3Y*
- 21.26%
- 5Y*
- 13.28%
- 10Y*
- 11.57%
GPSTX vs. LVAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GPSTX GuidePath Growth Allocation Fund | 10.29% | 19.64% | 17.49% | 24.10% | -22.19% | 19.33% | 19.40% | 25.67% | -10.35% | 21.98% |
LVAGX LSV Global Value Fund | 22.92% | 26.84% | 6.86% | 18.76% | -8.44% | 21.07% | 0.15% | 21.99% | -15.70% | 21.70% |
Correlation
The correlation between GPSTX and LVAGX is 0.86, 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 | 0.86 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.85 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.86 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.86 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2015 | 0.87 |
The correlation between GPSTX and LVAGX has been stable across timeframes, ranging from 0.85 to 0.87 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
GPSTX vs. LVAGX — Risk / Return Rank
GPSTX
LVAGX
GPSTX vs. LVAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for GuidePath Growth Allocation Fund (GPSTX) and LSV Global Value Fund (LVAGX). 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.
| GPSTX | LVAGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.37 | ||
| Sortino ratioReturn per unit of downside risk | -1.84 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.52 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | 2.11 | 5.41 | -3.30 |
| Martin ratioReturn relative to average drawdown | 9.15 | 19.35 | -10.21 |
Loading charts...
Drawdowns
GPSTX vs. LVAGX - Drawdown Comparison
The maximum GPSTX drawdown since its inception was -33.18%, smaller than the maximum LVAGX drawdown of -42.32%. Use the drawdown chart below to compare losses from any high point for GPSTX and LVAGX.
Loading charts...
Drawdown Indicators
| GPSTX | LVAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.18% | -42.32% | +9.14% |
Max Drawdown (1Y)Largest decline over 1 year | -9.92% | -7.03% | -2.89% |
Max Drawdown (3Y)Largest decline over 3 years | -18.04% | -16.13% | -1.91% |
Max Drawdown (5Y)Largest decline over 5 years | -30.30% | -23.77% | -6.53% |
Max Drawdown (10Y)Largest decline over 10 years | -33.18% | -42.32% | +9.14% |
Current DrawdownCurrent decline from peak | -1.76% | -1.86% | +0.10% |
Average DrawdownAverage peak-to-trough decline | -5.63% | -6.97% | +1.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.28% | 1.96% | +0.32% |
Volatility
GPSTX vs. LVAGX - Volatility Comparison
GuidePath Growth Allocation Fund (GPSTX) has a higher volatility of 4.71% compared to LSV Global Value Fund (LVAGX) at 4.06%. This indicates that GPSTX's price experiences larger fluctuations and is considered to be riskier than LVAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| GPSTX | LVAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.71% | 4.06% | +0.65% |
Volatility (6M)Calculated over the trailing 6-month period | 11.53% | 10.62% | +0.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.02% | 13.28% | +0.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.19% | 15.39% | +1.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.30% | 16.82% | +0.48% |
GPSTX vs. LVAGX - Expense Ratio Comparison
GPSTX has a 0.64% expense ratio, which is lower than LVAGX's 1.15% expense ratio.
Dividends
GPSTX vs. LVAGX - Dividend Comparison
GPSTX's dividend yield for the trailing twelve months is around 4.31%, less than LVAGX's 5.19% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GPSTX GuidePath Growth Allocation Fund | 4.31% | 4.75% | 4.45% | 2.00% | 4.13% | 2.65% | 1.82% | 1.11% | 1.40% | 12.56% | 4.21% | 2.98% |
LVAGX LSV Global Value Fund | 5.19% | 6.38% | 2.44% | 2.69% | 1.52% | 2.04% | 1.66% | 1.99% | 4.71% | 1.86% | 2.54% | 2.35% |
Frequently Asked Questions
GPSTX and LVAGX have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
GPSTX has higher volatility (4.71%) compared to LVAGX (4.06%). In terms of maximum drawdown, GPSTX dropped -33.18% vs LVAGX's -42.32%.
LVAGX currently has the higher Sharpe Ratio (2.87 vs 1.49), 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.
Find the right allocation for GPSTX and LVAGX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer