Guidepath Tactical Allocation Fund Manager Performance Evaluation
| GPTUX Fund | USD 13.39 0.12 0.89% |
The fund retains a Market Volatility (i.e., Beta) of 0.85, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Guidepath(r) Tactical's returns are expected to increase less than the market. However, during the bear market, the loss of holding Guidepath(r) Tactical is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Guidepath Tactical Allocation are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Guidepath(r) Tactical may actually be approaching a critical reversion point that can send shares even higher in March 2026.
...moreGuidepath(r) |
Guidepath(r) Tactical Relative Risk vs. Return Landscape
If you would invest 1,207 in Guidepath Tactical Allocation on November 2, 2025 and sell it today you would earn a total of 132.00 from holding Guidepath Tactical Allocation or generate 10.94% return on investment over 90 days. Guidepath Tactical Allocation is currently producing 0.1786% returns and takes up 1.3212% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Guidepath(r), and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Guidepath(r) Tactical Current Valuation
Undervalued
Today
Please note that Guidepath(r) Tactical's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Guidepath(r) Tactical retains a regular Real Value of $14.14 per share. The prevalent price of the fund is $13.39. We determine the value of Guidepath(r) Tactical from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Guidepath(r) Tactical is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Guidepath(r) Mutual Fund. However, Guidepath(r) Tactical's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 13.39 | Real 14.14 | Hype 13.51 | Naive 13.57 |
The intrinsic value of Guidepath(r) Tactical's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Guidepath(r) Tactical's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Guidepath Tactical Allocation helps investors to forecast how Guidepath(r) mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Guidepath(r) Tactical more accurately as focusing exclusively on Guidepath(r) Tactical's fundamentals will not take into account other important factors: Guidepath(r) Tactical Target Price Odds to finish over Current Price
The tendency of Guidepath(r) Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 13.39 | 90 days | 13.39 | about 9.65 |
Based on a normal probability distribution, the odds of Guidepath(r) Tactical to move above the current price in 90 days from now is about 9.65 (This Guidepath Tactical Allocation probability density function shows the probability of Guidepath(r) Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Guidepath(r) Tactical has a beta of 0.85. This usually indicates Guidepath Tactical Allocation market returns are sensitive to returns on the market. As the market goes up or down, Guidepath(r) Tactical is expected to follow. Additionally Guidepath Tactical Allocation has an alpha of 0.1203, implying that it can generate a 0.12 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Guidepath(r) Tactical Price Density |
| Price |
Predictive Modules for Guidepath(r) Tactical
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Guidepath(r) Tactical. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Guidepath(r) Tactical's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Guidepath(r) Tactical Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Guidepath(r) Tactical is not an exception. The market had few large corrections towards the Guidepath(r) Tactical's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Guidepath Tactical Allocation, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Guidepath(r) Tactical within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.12 | |
β | Beta against Dow Jones | 0.85 | |
σ | Overall volatility | 0.63 | |
Ir | Information ratio | 0.09 |
Guidepath(r) Tactical Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Guidepath(r) Tactical for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Guidepath(r) Tactical can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Kenneth Phelan Increases Stake in John Hancock Financial Opportu - GuruFocus | |
| The fund retains 96.95% of its assets under management (AUM) in equities |
Guidepath(r) Tactical Fundamentals Growth
Guidepath(r) Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Guidepath(r) Tactical, and Guidepath(r) Tactical fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Guidepath(r) Mutual Fund performance.
| Price To Earning | 17.98 X | |||
| Price To Book | 2.10 X | |||
| Price To Sales | 1.47 X | |||
| Total Asset | 527.09 M | |||
About Guidepath(r) Tactical Performance
Evaluating Guidepath(r) Tactical's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Guidepath(r) Tactical has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Guidepath(r) Tactical has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
In seeking to maximize total return, under normal circumstances, the funds assets are allocated into a diversified portfolio consisting of domestic and international equity securities and Global Depositary Receipts , domestic and international fixed income securities, exchange-traded funds , mutual funds and cash equivalent money market securities.Things to note about Guidepath(r) Tactical performance evaluation
Checking the ongoing alerts about Guidepath(r) Tactical for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Guidepath(r) Tactical help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Kenneth Phelan Increases Stake in John Hancock Financial Opportu - GuruFocus | |
| The fund retains 96.95% of its assets under management (AUM) in equities |
- Analyzing Guidepath(r) Tactical's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Guidepath(r) Tactical's stock is overvalued or undervalued compared to its peers.
- Examining Guidepath(r) Tactical's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Guidepath(r) Tactical's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Guidepath(r) Tactical's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Guidepath(r) Tactical's mutual fund. These opinions can provide insight into Guidepath(r) Tactical's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Guidepath(r) Mutual Fund
Guidepath(r) Tactical financial ratios help investors to determine whether Guidepath(r) Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Guidepath(r) with respect to the benefits of owning Guidepath(r) Tactical security.
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