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GuidePath Growth Allocation Fund (GISRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.78+0.01 (+0.08%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.77%
5-year average return7.71%
Number of years up7
Number of years down3
Best 1-yr total return (27 Jun 2023)26.42%
Worst 1-yr total return (27 Jun 2023)N/A
Best 3-yr total return26.42%
Worst 3-yr total return1.72%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGISRXCategory
YTD13.77%12.08%
1-month3.65%0.64%
3-month8.95%6.49%
1-year13.84%38.01%
3-year10.58%12.74%
5-year7.71%12.82%
10-year7.95%9.05%
Last bull market37.38%18.82%
Last bear market-17.21%-20.53%

Annual total return (%) history

Year
GISRXCategory
2023
N/AN/A
2022
-22.32%N/A
2021
19.81%N/A
2020
20.16%12.96%
2019
26.42%25.26%
2018
-9.81%-10.06%
2017
22.69%22.28%
2016
6.63%6.93%
2015
-4.04%-0.92%
2014
2.87%3.67%
2013
20.94%24.08%
2012
N/A14.39%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20237.75%N/AN/AN/A
2022-7.26%-17.21%-6.02%7.66%
20215.23%7.61%-1.03%6.91%
2020-20.57%21.20%8.40%15.15%
201912.60%3.05%-0.46%9.46%
2018-0.69%1.24%3.42%-13.27%
20176.08%4.14%5.59%5.17%
2016-0.38%1.82%4.79%0.32%
20152.92%0.34%-9.41%2.58%
20140.79%4.28%-3.02%0.92%
20136.00%-0.59%7.56%6.71%
20123.30%N/AN/AN/A

Rank in category (by total return)

YTDN/A
1-monthN/A
3-monthN/A
1-yearN/A
3-yearN/A
5-yearN/A

Load adjusted returns

1-year0.91%
3-year9.28%
5-year6.53%
10-year7.21%