GUIDEPATH(R) MANAGED Competition

GPMFX Fund

USD 7.95 -0.07 -0.87%

The fund is listed under the Systematic Trend category and is part of the GuidePath family. The entity is thematically classified as Exotic Funds. Guidepath Managed Futures is grouped alongside PRUDENTIAL HIGH, CHARTWELL SHORT, FEDERATED INSTITUTIONAL, VANGUARD HIGH-YIELD, and PIMCO High for cross-company financial comparison. Earnings revision trends for GUIDEPATH(R) MANAGED and its competitors signal where analyst sentiment is shifting.

GUIDEPATH(R) MANAGED and Delaware National Correlation Details

Moderate diversification

Across the chosen horizon, GUIDEPATH(R) MANAGED and Delaware National show a correlation of 0.28 and fall into the Moderate diversification bucket. This chart measures the degree of risk overlap between GUIDEPATH(R) MANAGED and Delaware National.

Moving together with GUIDEPATH(R) Mutual Fund

0.76	AMFNX	Asg Managed Futures	Pair Corr
1.0	AMFAX	Asg Managed Futures	Pair Corr
1.0	ASFCX	Asg Managed Futures	Pair Corr
0.76	ASFYX	Asg Managed Futures	Pair Corr

Moving Against GUIDEPATH(R) Mutual Fund

0.59	USPIX	Profunds Ultrashort	Pair Corr
0.56	USPSX	Profunds Ultrashort	Pair Corr

Specify up to 10 symbols:

Mean reversion is the tendency of GUIDEPATH(R) MANAGED's price to return to its historical average after periods of extreme deviation. Some analysts monitor this tendency by comparing GUIDEPATH(R) MANAGED's price extremes to fundamental value.

Sentiment

Range

Low	Sentiment	High
7.18	7.96	8.74

Details

Intrinsic

Valuation

Low	Intrinsic	High
7.31	8.09	8.87

Details

Naive

Forecast

Low	Next	High
7.20	7.97	8.75

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
7.49	7.78	8.06

Details

GUIDEPATH(R) MANAGED is positioned within its peer group by benchmarking margins, returns, and multiples. This peer-relative view identifies where GUIDEPATH(R) MANAGED leads, trails, or tracks its competitive set.

GUIDEPATH(R) MANAGED Competition Correlation Matrix

Reviewing how Guidepath Managed Futures moves relative to competing funds can show whether peer exposure is reducing portfolio risk or simply repeating the same market bet. This matrix is most informative when seeking to know whether adding another peer would improve diversification, increase crowding, or leave total risk largely unchanged.

	PBHAX	CWFIX	FIHLX	VWALX	PYMNX	PFJAX	CXHYX
PBHAX		0.94	0.97	0.7	0.86	0.95	0.78	PBHAX
CWFIX	0.94		0.91	0.66	0.79	0.93	0.74	CWFIX
FIHLX	0.97	0.91		0.64	0.83	0.96	0.74	FIHLX
VWALX	0.7	0.66	0.64		0.83	0.73	0.97	VWALX
PYMNX	0.86	0.79	0.83	0.83		0.86	0.85	PYMNX
PFJAX	0.95	0.93	0.96	0.73	0.86		0.82	PFJAX
CXHYX	0.78	0.74	0.74	0.97	0.85	0.82		CXHYX
	PBHAX	CWFIX	FIHLX	VWALX	PYMNX	PFJAX	CXHYX

Risk-Adjusted Indicators

Headline performance for GUIDEPATH(R) Mutual Fund may not fully reflect how the business compares across its competitive set. Peer-relative risk metrics add context on drawdown behavior, consistency, and return quality. These indicators are quantitative in nature and measure volatility and risk-adjusted expected returns across different positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
PBHAX	0.16	-0.01	-0.04	-0.02	0.16	-0.31	0.21	-0.42	1.48
CWFIX	0.10	-0.01	-0.09	-0.07	0.11	-0.16	0.21	-0.21	0.73
FIHLX	0.20	0.00	-0.04	0.00	0.17	-0.31	0.34	-0.34	1.49
VWALX	0.15	0.00	-0.03	-0.15	0.19	-0.19	0.37	-0.38	1.23
PYMNX	0.17	0.00	-0.02	0.04	0.21	-0.20	0.36	-0.36	1.44
PFJAX	0.17	0.01	0.00	0.05	0.13	-0.26	0.38	-0.38	0.95
CXHYX	0.18	0.00	-0.02	-0.15	0.22	-0.23	0.42	-0.42	1.35

GUIDEPATH(R) MANAGED Competitive Analysis

Better Than Average

Worse Than Peers

View Performance Chart

	GPMFX	PBHAX	CWFIX	FIHLX	VWALX	PYMNX	PFJAX
	0.87 7.95 GUIDEPATH(R)	0.21 4.82 PRUDENTIAL HIGH	0.10 9.57 CHARTWELL SHORT	0.22 8.94 FEDERATED	0.28 10.66 VANGUARD	0.24 8.40 PIMCO High	0.37 5.36 Putnam High
Market Volatility (90 Days Market Risk)	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low
Market Performance (90 Days Performance)	Balanced	Soft	Soft	Mild	Soft	Mild	Contained
Odds of Financial Distress (Probability Of Bankruptcy)	Below Average	Below Average	Below Average	Below Average	Below Average	Below Average	Below Average
Current Valuation (Equity Enterprise Value)	Aligned With Model	Aligned With Model	Aligned With Model	Aligned With Model	Aligned With Model	Aligned With Model	Aligned With Model
Buy or Sell Analysis (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Buy	Cautious Hold	Cautious Hold	Cautious Hold	Sell	Cautious Hold	Cautious Hold
Cash Position Weight	388.23 %	4.24 %	4.15 %	1.53 %	0.02 %	13.76 %	5.46 %
Equity Positions Weight	0.05 %	2.73 %	N/A	0.53 %	N/A	N/A	1.20 %
Three Year Return	-1.68 %	8.71 %	6.36 %	7.98 %	4.60 %	N/A	8.36 %
Net Asset	141.21 M	21.17 B	316.61 M	6.77 B	13.12 B	5.38 B	1.42 B
Annual Yield	N/A	0.07 %	0.05 %	0.06 %	0.0043 %	0.04 %	0.06 %
Minimum Initial Investment	N/A	N/A	1 K	N/A	50 K	N/A	N/A
Five Year Return	2.99 %	3.98 %	3.85 %	3.74 %	1.33 %	N/A	3.66 %
Year To Date Return	12.62 %	1.56 %	0.96 %	0.90 %	1.56 %	N/A	1.53 %
One Year Return	21.08 %	8.70 %	5.94 %	7.53 %	7.79 %	N/A	9.32 %
Bond Positions Weight	-197.37 %	13.34 %	95.85 %	10.15 %	99.98 %	10.03 %	8.16 %
Last Dividend Paid	N/A	0.02	0.02	0.04	N/A	N/A	0.02
Ten Year Return	N/A	6.49 %	N/A	6.85 %	4.82 %	N/A	5.42 %
Day Typical Price	7.95	4.82	9.57	8.94	10.66	8.4	5.36
Period Momentum Indicator	-0.07	0.01	0.01	0.02	0.03	0.02	0.02
Rate Of Daily Change	0.99	1.0	1.0	1.0	1.0	1.0	1.0
Day Median Price	7.95	4.82	9.57	8.94	10.66	8.4	5.36
Price Action Indicator	-0.04	0.005	0.005	0.01	0.015	0.01	0.01
Relative Strength Index	61.02	55.42	51.25	58.13	54.69	57.53	62.77
Coefficient Of Variation	686.58	3938.12	4356.14	2688.51	1982.64	1650.34	1167.76
Mean Deviation	0.6462	0.1558	0.1027	0.2028	0.1478	0.1685	0.1698
Jensen Alpha	0.1098	-0.01	-0.01	-0.0017	0.0018	0.0035	0.0083
Total Risk Alpha	0.1018	-0.01	-0.01	-0.0023	-0.0007	0.0023	0.0078
Sortino Ratio	0.1026	-0.04	-0.09	-0.04	-0.03	-0.02	9.0E-4
Downside Variance	0.956	0.1019	0.0323	0.062	0.1038	0.1116	0.0954
Standard Deviation	0.8258	0.2613	0.1424	0.2851	0.2322	0.2441	0.2358
Kurtosis	0.5521	8.18	0.661	4.89	3.32	2.81	1.02
Potential Upside	1.22	0.2132	0.211	0.3436	0.3728	0.3593	0.3788
Treynor Ratio	2.11	-0.02	-0.07	0.0026	-0.15	0.0379	0.053
Maximum Drawdown	3.88	1.48	0.7335	1.49	1.23	1.44	0.9535
Variance	0.6819	0.0683	0.0203	0.0813	0.0539	0.0596	0.0556
Market Risk Adjusted Performance	2.12	-0.01	-0.06	0.0126	-0.14	0.0479	0.063
Risk Adjusted Performance	0.1387	-0.0024	-0.04	0.012	0.0171	0.0289	0.0517
Skewness	-0.70	1.58	-0.12	1.44	-0.23	-0.44	-0.10
Semi Deviation	0.8129	0.1649	0.1082	0.1719	0.1855	0.2054	0.1339
Information Ratio	0.1215	-0.05	-0.12	-0.03	-0.04	-0.02	0.0012
Value At Risk	-1.55	-0.42	-0.21	-0.34	-0.38	-0.36	-0.38
Expected Short fall	-0.70	-0.31	-0.16	-0.31	-0.19	-0.20	-0.26
Downside Deviation	0.9778	0.3192	0.1798	0.249	0.3221	0.334	0.3088
Semi Variance	0.6607	0.0272	0.0117	0.0295	0.0344	0.0422	0.0179

GUIDEPATH(R) MANAGED Competition Peer Performance Charts

How to Analyze GUIDEPATH(R) MANAGED Against Peers

GUIDEPATH(R) MANAGED's peer analysis compares GUIDEPATH(R) MANAGED with related companies to put valuation, quality, and risk metrics in context. This establishes whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:

Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
Check valuation dispersion: Review whether GUIDEPATH(R) MANAGED trades at a premium or discount versus peers and why.
Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
Document the thesis: Record where GUIDEPATH(R) MANAGED leads or lags and what catalysts could close or widen the gap.

Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

Peer Comparison Metrics & Methodology

Analyst consensus for GUIDEPATH(R) MANAGED shows a wider price target range than peers, reflecting higher uncertainty about its intrinsic value estimate. Comparing peers across Alternative Funds, Exotic Funds separates structural strengths from temporary momentum.

Guidepath Managed Futures metrics are compiled from fund disclosures and market reference feeds and normalized before display.

Editorial review and methodology oversight provided by: Gabriel Shpitalnik, Member of Macroaxis Editorial Board