Guidepath(r) Tactical Correlations

GPTUX Fund

USD 13.45 0.14 1.05%

The current 90-days correlation between Guidepath(r) Tactical and Omni Small Cap Value is 0.43 (i.e., Very weak diversification). The correlation of Guidepath(r) Tactical is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak. If the correlation is 0, the equities are not correlated; they are entirely random.

Guidepath(r) Tactical Correlation With Market

Very weak diversification

The correlation between Guidepath Tactical Allocation and DJI is 0.54 (i.e., Very weak diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Guidepath Tactical Allocation and DJI in the same portfolio, assuming nothing else is changed.

Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Guidepath Tactical Allocation. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in private.

Moving together with Guidepath(r) Mutual Fund

0.68	GMCOX	Guidemark E Fixed	Pair Corr
0.76	GMSMX	Guidemark Smallmid Cap	Pair Corr
0.95	GMWEX	Guidemark World Ex	Pair Corr
0.78	GPSTX	Guidepath Growth All	Pair Corr
0.95	GPTCX	Guidepath(r) Conservative	Pair Corr

Moving against Guidepath(r) Mutual Fund

0.38	GMLVX	Guidemark Large Cap	Pair Corr
0.69	TLFIX	Tiaa Cref Lifecycle	Pair Corr
0.61	AXMNX	Acclivity Mid Cap	Pair Corr
0.59	SAMVX	Ridgeworth Ceredex Mid	Pair Corr
0.53	EMFIX	Ashmore Emerging Markets	Pair Corr
0.5	ELMCX	Lord Abbett Trust	Pair Corr
0.5	GFSYX	Strategic Alternatives	Pair Corr
0.47	FLCGX	Quantex Fund Retail	Pair Corr
0.47	HRITX	Manager Directed Por	Pair Corr
0.46	TWN	Taiwan Closed	Pair Corr
0.44	FEBRX	First Eagle Global	Pair Corr
0.39	GCEJX	Goldman Sachs Clean	Pair Corr
0.38	NHS	Neuberger Berman High	Pair Corr
0.32	IMBAX	Voya Limited Maturity	Pair Corr
0.31	PFANX	Pimco Capital Sec	Pair Corr
0.65	TWSMX	Strategic Allocation:	Pair Corr
0.63	VRMGX	Virtus Kar Mid	Pair Corr
0.63	ABLOX	Alger Balanced Portfolio	Pair Corr
0.49	FOBAX	Balanced Fund Instit	Pair Corr

Related Correlations Analysis

	BOSVX	BPSCX	PCSVX	BRSVX	SCYVX	WBVNX
BOSVX		0.95	0.98	0.95	0.94	0.95	BOSVX
BPSCX	0.95		0.96	0.92	0.98	0.91	BPSCX
PCSVX	0.98	0.96		0.97	0.98	0.97	PCSVX
BRSVX	0.95	0.92	0.97		0.95	0.99	BRSVX
SCYVX	0.94	0.98	0.98	0.95		0.94	SCYVX
WBVNX	0.95	0.91	0.97	0.99	0.94		WBVNX
	BOSVX	BPSCX	PCSVX	BRSVX	SCYVX	WBVNX

Risk-Adjusted Indicators

There is a big difference between Guidepath(r) Mutual Fund performing well and Guidepath(r) Tactical Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Guidepath(r) Tactical's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
BOSVX	1.00	0.20	0.17	0.27	0.75	(1.17)	2.20	(1.44)	8.85
BPSCX	0.86	0.12	0.11	0.20	0.77	(0.90)	2.21	(1.63)	7.92
PCSVX	0.82	0.07	0.07	0.15	0.88	(0.93)	2.27	(1.27)	3.98
BRSVX	0.79	0.03	0.04	0.11	0.88	(0.95)	1.88	(1.34)	4.28
SCYVX	0.83	0.03	0.03	0.11	1.03	(0.92)	2.27	(1.91)	4.47
WBVNX	0.76	0.05	0.06	0.13	0.87	(0.81)	1.81	(1.61)	4.16

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