Guidemark Large Cap Fund Manager Performance Evaluation

GMLVX Fund

USD 17.67 0.61 3.58%

For Guidemark Large, absolute and relative returns are mapped against common benchmarks. Across the 3 months window, Guidemark Large shows an expected return of 0.19% and pays a 1.24% yield.

Risk-Adjusted Performance

0100

8 · Moderate

Guidemark Large Cap currently ranks below 8% of comparable funds and fund portfolios when recent risk-adjusted returns are measured across a 90-day horizon. Return quality should be judged alongside the volatility required to produce it. Guidemark Large has generated mildly positive risk-adjusted performance, indicating early signs of return stabilization. Learn More

Relative Risk vs. Return Landscape

If you had invested $ 1,588 in Guidemark Large Cap on February 6, 2026 and sold it today, you would have earned $ 179.00 , a return of 11.27% over 90 days. Guidemark Large Cap is currently producing a 0.1864% return and carries 1.69% volatility of returns over 90 trading days. Stated differently, Guidemark Large is more volatile than roughly 85% of traded mutual funds, and GMLVX is outperformed by 97% of traded instruments in expected return over the next 90 trading days.

Expected Return

Risk

This relative risk-return summary evaluates how the instrument behaves against its benchmark. It is informative when expected return is read together with volatility rather than in isolation. Based on a 90-day horizon, GMLVX generates 1.82 times more return on investment than the market. However, GMLVX is 1.82 times more volatile than its market benchmark. Its risk-adjusted efficiency stands at about 0.11% per unit of risk. Dow Jones Industrial is currently generating roughly 0.0% per unit of risk.

Target Price Odds to finish over Current Price

Price convergence toward a historical mean is a well-documented pattern for funds like Guidemark Large Mutual Fund. Although this tendency is a useful forecasting input, some instruments remain persistently mispriced before market correction.

Current Price	Horizon	Target Price	Odds moving above the current price in 90 days
17.67	90 days	17.67	near 1 %

Our distribution model estimates the likelihood of Guidemark Large moving above the current price in 90 days from now at near 1 %. Past return patterns over this horizon reflect a distribution that has favored above-current-price scenarios. (This Guidemark Large Cap distribution emphasizes the price range most consistent with recent behavior in Guidemark Large Mutual Fund over a 90-day period).

Based on a 90-day horizon, the mutual fund has the beta coefficient of 1.25 . This usually indicates when the benchmark rises, GMLVX tends to outperform it on average. However, when benchmark returns turn negative, Guidemark Large tends to underperform. Additionally, Guidemark Large Cap has an alpha of 0.1999, implying that it can generate a 0.1999 percent excess return over Dow Jones Industrial after adjusting for the inherent market risk (beta).

Guidemark Large Price Density

Price

Predictive Modules for Guidemark Large

Investors apply quantitative and fundamental models to forecast Guidemark Large Cap within the fund market. Combining results from different methods frames the confidence level warranted by Guidemark Large Cap predictions.

Statistical evidence for mean reversion in Guidemark Large's appears through its tendency to revert after extreme valuations. Under mean reversion theory, Guidemark Large's price extremes are viewed as temporary dislocations that may self-correct.

Sentiment

Range

Low	Sentiment	High
15.98	17.67	19.36

Details

Intrinsic

Valuation

Low	Intrinsic	High
16.41	18.10	19.79

Details

Naive

Forecast

Low	Next	High
15.69	17.37	19.06

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
15.18	16.38	17.57

Details

Guidemark Large is positioned within its peer group by benchmarking margins, returns, and multiples. This peer-relative view identifies where Guidemark Large leads, trails, or tracks its competitive set.

Primary Risk Indicators

Significant market corrections and rallies over the last two decades have made the mutual fund market challenging for Guidemark Large investors. Dramatic market moves have periodically reshaped the risk landscape for holders of Guidemark Large Cap.

α	Alpha over Dow Jones	0.20	Details
β	Beta against Dow Jones	1.25	Details
σ	Overall volatility	0.74	Details
Ir	Information ratio	0.12	Details

Guidemark Large Fundamentals Growth

Market participants price Guidemark Large Mutual Fund based on their assessment of Guidemark Large's financial trajectory. Revenue and earnings growth, profitability metrics, and debt levels form the core fundamentals driving Guidemark Large Mutual Fund.

Performance Metrics & Calculation Methodology

Drawdown depth and recovery speed for Guidemark Large frame how NAV responds under adverse market conditions. Comparing drawdown severity across periods reveals whether risk characteristics are stable or shifting.

Guidemark Large Cap metrics are compiled from fund disclosures and market reference feeds and normalized before display. Return and risk statistics are calculated from historical price series.

Editorial review and methodology oversight provided by: Ellen Johnson, Member of Macroaxis Editorial Board