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GPSTX vs. VGPMX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GPSTX vs. VGPMX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in GuidePath Growth Allocation Fund (GPSTX) and Vanguard Global Capital Cycles Fund (VGPMX). The values are adjusted to include any dividend payments, if applicable.

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GPSTX vs. VGPMX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
VGPMX
Vanguard Global Capital Cycles Fund
4.53%65.96%5.78%10.06%7.34%19.50%17.21%20.67%-32.26%13.75%

Returns By Period

In the year-to-date period, GPSTX achieves a -6.18% return, which is significantly lower than VGPMX's 4.53% return. Over the past 10 years, GPSTX has underperformed VGPMX with an annualized return of 10.28%, while VGPMX has yielded a comparatively higher 12.39% 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%

VGPMX

1D
-0.02%
1M
-10.69%
YTD
4.53%
6M
17.55%
1Y
57.21%
3Y*
24.25%
5Y*
19.13%
10Y*
12.39%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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GPSTX vs. VGPMX - Expense Ratio Comparison

GPSTX has a 0.64% expense ratio, which is higher than VGPMX's 0.36% expense ratio.


Return for Risk

GPSTX vs. VGPMX — Risk / Return Rank

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

GPSTX
GPSTX Risk / Return Rank: 5151
Overall Rank
GPSTX Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
GPSTX Sortino Ratio Rank: 5353
Sortino Ratio Rank
GPSTX Omega Ratio Rank: 5050
Omega Ratio Rank
GPSTX Calmar Ratio Rank: 4848
Calmar Ratio Rank
GPSTX Martin Ratio Rank: 5757
Martin Ratio Rank

VGPMX
VGPMX Risk / Return Rank: 9797
Overall Rank
VGPMX Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
VGPMX Sortino Ratio Rank: 9696
Sortino Ratio Rank
VGPMX Omega Ratio Rank: 9696
Omega Ratio Rank
VGPMX Calmar Ratio Rank: 9797
Calmar Ratio Rank
VGPMX Martin Ratio Rank: 9797
Martin Ratio Rank
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.

GPSTX vs. VGPMX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for GuidePath Growth Allocation Fund (GPSTX) and Vanguard Global Capital Cycles Fund (VGPMX). 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.


GPSTXVGPMXDifference

Sharpe ratio

Return per unit of total volatility

0.95

2.94

-1.99

Sortino ratio

Return per unit of downside risk

1.46

3.51

-2.05

Omega ratio

Gain probability vs. loss probability

1.21

1.56

-0.35

Calmar ratio

Return relative to maximum drawdown

1.19

4.24

-3.05

Martin ratio

Return relative to average drawdown

5.57

17.59

-12.03

GPSTX vs. VGPMX - Sharpe Ratio Comparison

The current GPSTX Sharpe Ratio is 0.95, which is lower than the VGPMX Sharpe Ratio of 2.94. The chart below compares the historical Sharpe Ratios of GPSTX and VGPMX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


GPSTXVGPMXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.95

2.94

-1.99

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.45

1.12

-0.67

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.60

0.57

+0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.57

0.25

+0.32

Correlation

The correlation between GPSTX and VGPMX is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

GPSTX vs. VGPMX - Dividend Comparison

GPSTX's dividend yield for the trailing twelve months is around 5.06%, more than VGPMX's 3.73% yield.


TTM20252024202320222021202020192018201720162015
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%
VGPMX
Vanguard Global Capital Cycles Fund
3.73%2.59%2.68%3.22%3.27%3.26%2.03%2.39%3.02%0.02%1.72%2.32%

Drawdowns

GPSTX vs. VGPMX - Drawdown Comparison

The maximum GPSTX drawdown since its inception was -33.18%, smaller than the maximum VGPMX drawdown of -78.85%. Use the drawdown chart below to compare losses from any high point for GPSTX and VGPMX.


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Drawdown Indicators


GPSTXVGPMXDifference

Max Drawdown

Largest peak-to-trough decline

-33.18%

-78.85%

+45.67%

Max Drawdown (1Y)

Largest decline over 1 year

-11.87%

-12.80%

+0.93%

Max Drawdown (5Y)

Largest decline over 5 years

-30.30%

-22.71%

-7.59%

Max Drawdown (10Y)

Largest decline over 10 years

-33.18%

-54.59%

+21.41%

Current Drawdown

Current decline from peak

-9.92%

-10.73%

+0.81%

Average Drawdown

Average peak-to-trough decline

-5.72%

-34.69%

+28.97%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.55%

3.09%

-0.54%

Volatility

GPSTX vs. VGPMX - Volatility Comparison

The current volatility for GuidePath Growth Allocation Fund (GPSTX) is 5.21%, while Vanguard Global Capital Cycles Fund (VGPMX) has a volatility of 7.56%. This indicates that GPSTX experiences smaller price fluctuations and is considered to be less risky than VGPMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GPSTXVGPMXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.21%

7.56%

-2.35%

Volatility (6M)

Calculated over the trailing 6-month period

9.85%

13.14%

-3.29%

Volatility (1Y)

Calculated over the trailing 1-year period

17.42%

19.28%

-1.86%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.93%

17.15%

-0.22%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.25%

21.65%

-4.40%