GPSTX vs. MFWIX
Compare and contrast key facts about GuidePath Growth Allocation Fund (GPSTX) and MFS Global Total Return Fund Class I (MFWIX).
GPSTX is managed by GuideMark. It was launched on Apr 28, 2011. MFWIX is managed by MFS. It was launched on Sep 4, 1990.
Performance
GPSTX vs. MFWIX - Performance Comparison
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GPSTX vs. MFWIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GPSTX GuidePath Growth Allocation Fund | -6.18% | 19.64% | 17.49% | 24.10% | -22.19% | 19.33% | 19.40% | 25.67% | -10.35% | 21.98% |
MFWIX MFS Global Total Return Fund Class I | -0.47% | 15.70% | 4.25% | 10.52% | -10.62% | 8.59% | 9.63% | 18.49% | -6.96% | 15.00% |
Returns By Period
In the year-to-date period, GPSTX achieves a -6.18% return, which is significantly lower than MFWIX's -0.47% return. Over the past 10 years, GPSTX has outperformed MFWIX with an annualized return of 10.28%, while MFWIX has yielded a comparatively lower 6.19% annualized return.
GPSTX
- 1D
- -0.42%
- 1M
- -9.23%
- YTD
- -6.18%
- 6M
- -3.55%
- 1Y
- 16.32%
- 3Y*
- 15.01%
- 5Y*
- 7.65%
- 10Y*
- 10.28%
MFWIX
- 1D
- 0.24%
- 1M
- -6.50%
- YTD
- -0.47%
- 6M
- 2.00%
- 1Y
- 11.28%
- 3Y*
- 8.88%
- 5Y*
- 4.75%
- 10Y*
- 6.19%
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GPSTX vs. MFWIX - Expense Ratio Comparison
GPSTX has a 0.64% expense ratio, which is lower than MFWIX's 0.84% expense ratio.
Return for Risk
GPSTX vs. MFWIX — Risk / Return Rank
GPSTX
MFWIX
GPSTX vs. MFWIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for GuidePath Growth Allocation Fund (GPSTX) and MFS Global Total Return Fund Class I (MFWIX). 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.
| GPSTX | MFWIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 1.29 | -0.34 |
Sortino ratioReturn per unit of downside risk | 1.46 | 1.77 | -0.32 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.25 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.19 | 1.59 | -0.39 |
Martin ratioReturn relative to average drawdown | 5.57 | 6.26 | -0.69 |
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
| GPSTX | MFWIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 1.29 | -0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.52 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.65 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.71 | -0.13 |
Correlation
The correlation between GPSTX and MFWIX is 0.85, 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
GPSTX vs. MFWIX - Dividend Comparison
GPSTX's dividend yield for the trailing twelve months is around 5.06%, less than MFWIX's 8.81% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GPSTX GuidePath Growth Allocation Fund | 5.06% | 4.75% | 4.45% | 2.00% | 4.13% | 2.65% | 1.82% | 1.11% | 1.40% | 12.56% | 4.21% | 2.98% |
MFWIX MFS Global Total Return Fund Class I | 8.81% | 8.77% | 9.36% | 3.98% | 2.94% | 10.71% | 7.53% | 4.70% | 3.64% | 2.36% | 1.40% | 4.59% |
Drawdowns
GPSTX vs. MFWIX - Drawdown Comparison
The maximum GPSTX drawdown since its inception was -33.18%, roughly equal to the maximum MFWIX drawdown of -33.01%. Use the drawdown chart below to compare losses from any high point for GPSTX and MFWIX.
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Drawdown Indicators
| GPSTX | MFWIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.18% | -33.01% | -0.17% |
Max Drawdown (1Y)Largest decline over 1 year | -11.87% | -6.85% | -5.02% |
Max Drawdown (5Y)Largest decline over 5 years | -30.30% | -20.22% | -10.08% |
Max Drawdown (10Y)Largest decline over 10 years | -33.18% | -23.36% | -9.82% |
Current DrawdownCurrent decline from peak | -9.92% | -6.50% | -3.42% |
Average DrawdownAverage peak-to-trough decline | -5.72% | -3.83% | -1.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.55% | 1.74% | +0.81% |
Volatility
GPSTX vs. MFWIX - Volatility Comparison
GuidePath Growth Allocation Fund (GPSTX) has a higher volatility of 5.21% compared to MFS Global Total Return Fund Class I (MFWIX) at 3.04%. This indicates that GPSTX's price experiences larger fluctuations and is considered to be riskier than MFWIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GPSTX | MFWIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.21% | 3.04% | +2.17% |
Volatility (6M)Calculated over the trailing 6-month period | 9.85% | 5.25% | +4.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.42% | 8.85% | +8.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.93% | 9.09% | +7.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.25% | 9.60% | +7.65% |