WMKTX vs. GPIFX
Compare and contrast key facts about WesMark Tactical Opportunity Fund (WMKTX) and GuidePath Flexible Income Allocation Fund (GPIFX).
WMKTX is managed by WesMark. It was launched on Feb 28, 2017. GPIFX is managed by GuidePath. It was launched on Aug 30, 2012.
Performance
WMKTX vs. GPIFX - Performance Comparison
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WMKTX vs. GPIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WMKTX WesMark Tactical Opportunity Fund | -0.47% | 15.41% | 7.19% | 7.10% | -12.40% | 13.90% | 7.01% | 16.62% | -5.20% | 8.33% |
GPIFX GuidePath Flexible Income Allocation Fund | -0.45% | 3.69% | 4.22% | 7.13% | -14.14% | 1.17% | 15.17% | 6.64% | -2.48% | 5.51% |
Returns By Period
The year-to-date returns for both investments are quite close, with WMKTX having a -0.47% return and GPIFX slightly higher at -0.45%.
WMKTX
- 1D
- 0.16%
- 1M
- -5.64%
- YTD
- -0.47%
- 6M
- 2.07%
- 1Y
- 12.97%
- 3Y*
- 8.87%
- 5Y*
- 4.76%
- 10Y*
- —
GPIFX
- 1D
- 0.12%
- 1M
- -1.47%
- YTD
- -0.45%
- 6M
- 0.64%
- 1Y
- 2.09%
- 3Y*
- 3.78%
- 5Y*
- 0.23%
- 10Y*
- 2.64%
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WMKTX vs. GPIFX - Expense Ratio Comparison
WMKTX has a 1.43% expense ratio, which is higher than GPIFX's 0.50% expense ratio.
Return for Risk
WMKTX vs. GPIFX — Risk / Return Rank
WMKTX
GPIFX
WMKTX vs. GPIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WesMark Tactical Opportunity Fund (WMKTX) and GuidePath Flexible Income Allocation Fund (GPIFX). 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.
| WMKTX | GPIFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.19 | 0.86 | +0.34 |
Sortino ratioReturn per unit of downside risk | 1.71 | 1.09 | +0.62 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.18 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.46 | 0.66 | +0.79 |
Martin ratioReturn relative to average drawdown | 7.06 | 1.88 | +5.19 |
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
| WMKTX | GPIFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 0.86 | +0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.05 | +0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.50 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.43 | +0.02 |
Correlation
The correlation between WMKTX and GPIFX is 0.57, 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
WMKTX vs. GPIFX - Dividend Comparison
WMKTX's dividend yield for the trailing twelve months is around 4.34%, less than GPIFX's 4.69% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WMKTX WesMark Tactical Opportunity Fund | 4.34% | 4.91% | 1.42% | 0.83% | 2.79% | 11.76% | 0.74% | 3.72% | 0.57% | 2.00% | 0.00% | 0.00% |
GPIFX GuidePath Flexible Income Allocation Fund | 4.69% | 5.15% | 5.18% | 4.86% | 1.96% | 3.10% | 2.62% | 3.73% | 3.46% | 3.90% | 1.97% | 1.24% |
Drawdowns
WMKTX vs. GPIFX - Drawdown Comparison
The maximum WMKTX drawdown since its inception was -28.48%, which is greater than GPIFX's maximum drawdown of -16.72%. Use the drawdown chart below to compare losses from any high point for WMKTX and GPIFX.
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Drawdown Indicators
| WMKTX | GPIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.48% | -16.72% | -11.76% |
Max Drawdown (1Y)Largest decline over 1 year | -8.71% | -3.50% | -5.21% |
Max Drawdown (5Y)Largest decline over 5 years | -25.49% | -16.72% | -8.77% |
Max Drawdown (10Y)Largest decline over 10 years | — | -16.72% | — |
Current DrawdownCurrent decline from peak | -5.64% | -2.79% | -2.85% |
Average DrawdownAverage peak-to-trough decline | -7.15% | -4.07% | -3.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.80% | 1.24% | +0.56% |
Volatility
WMKTX vs. GPIFX - Volatility Comparison
WesMark Tactical Opportunity Fund (WMKTX) has a higher volatility of 3.27% compared to GuidePath Flexible Income Allocation Fund (GPIFX) at 1.29%. This indicates that WMKTX's price experiences larger fluctuations and is considered to be riskier than GPIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WMKTX | GPIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.27% | 1.29% | +1.98% |
Volatility (6M)Calculated over the trailing 6-month period | 6.60% | 1.75% | +4.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.36% | 2.73% | +8.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.34% | 4.78% | +7.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.27% | 5.31% | +7.96% |