Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GMOPX (GUIDEMARK(R) OPPORTUNISTIC EQUITY FUND SERVICE CLASS) | NA | 19.04% | 6.43% | 12.94% | NA | NA | NA | … | … |
Data as of 10/31/2017, Common starting date is 04/12/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GMOPX (GUIDEMARK(R) OPPORTUNISTIC EQUITY FUND SERVICE CLASS) | 04/12/2011 | 10/31/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 19.04 | 6.43 | 12.94 | NA | NA | NA | … | … | 12.45 | 6.48 | -2.70 | 10.54 | 38.81 | 15.36 | -11.88 |
| Sharpe Ratio | NA | 2.36 | 0.45 | 0.98 | NA | NA | NA | … | … | 2.04 | 0.38 | -0.18 | 0.93 | 3.42 | 1.11 | -0.58 |
| Standard Deviation(%) | NA | 7.83 | 13.80 | 13.02 | NA | NA | NA | … | … | 7.11 | 16.46 | 15.33 | 11.37 | 11.34 | 13.89 | 27.61 |
| Draw Down(%) | NA | 3.33 | 20.39 | 20.39 | NA | NA | NA | … | … | 3.33 | 12.60 | 13.55 | 7.87 | 4.86 | 12.89 | 25.27 |
| Yield(%) | 0.00 | 34.05 | 17.86 | 16.93 | 8.37 | 5.58 | 4.19 | … | … | 29.49 | 3.71 | 14.11 | 17.66 | 6.59 | 0.26 | 0.00 |
Data as of 10/31/2017, Common starting date is 04/12/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMOPX (GUIDEMARK(R) OPPORTUNISTIC EQUITY FUND SERVICE CLASS) |
4.60%
Oct 2013 – Oct 2016 |
7.95%
Jun 2011 – Jun 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMOPX (GUIDEMARK(R) OPPORTUNISTIC EQUITY FUND SERVICE CLASS) |
22.58%
Sep 2011 – Sep 2014 |
14.35%
May 2012 – May 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart