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GIWEX: GUIDEMARK(R) WORLD EX-US FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/07/2011 |
| Last Dividend Date: | 12/29/2022 |
| 12-Mo. Yield | 3.91% |
| Expenses | 1.15% |
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Performance Analytics (As of 10/19/2023)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 04/07/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 1112.3 | 123.9 | 64.7 | 29.9 | 24.1 | 956.5 | -15.8 | 12.1 | 9.2 | 20.7 | -13.6 | 27.7 | 1.4 | -4.3 | -4.6 | 15.4 | 18.8 | -19.3 |
| Sharpe Ratio | NA | 4.16 | 0.79 | 0.53 | 0.34 | 0.3 | 6.1 | -0.8 | 0.96 | 0.31 | 1.74 | -1.13 | 3.94 | 0.07 | -0.29 | -0.41 | 1.23 | 1.15 | -0.68 |
| Draw Down(%) | NA | 62.4 | 62.4 | 62.4 | 62.4 | 62.4 | 62.4 | 29.1 | 6.9 | 33.7 | 7.5 | 21.8 | 2.1 | 11.8 | 18.4 | 12.3 | 11.0 | 15.2 | 26.9 |
| Standard Deviation(%) | NA | 266.5 | 154.3 | 120.4 | 85.6 | 77.2 | 297.7 | 21.6 | 12.6 | 29.3 | 11.1 | 13.2 | 6.9 | 16.9 | 15.2 | 11.2 | 12.6 | 16.4 | 37.1 |
| Treynor Ratio | NA | 3.67 | 0.75 | 0.51 | 0.25 | 0.21 | 3.76 | -0.17 | 0.12 | 0.09 | 0.2 | -0.15 | 0.31 | 0.01 | -0.05 | -0.05 | 0.16 | 0.19 | -0.26 |
| Alpha | NA | 3.75 | 1.27 | 0.77 | 0.38 | 0.3 | 4.81 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | -0.01 | -0.01 | 0.0 | -0.02 | 0.01 | -0.01 |
| Beta | NA | 3.02 | 1.62 | 1.25 | 1.16 | 1.1 | 4.83 | 1.0 | 0.98 | 0.95 | 0.96 | 0.97 | 0.86 | 0.95 | 0.96 | 0.98 | 0.97 | 0.98 | 0.96 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.99 | 0.98 | 0.99 | 0.84 | 0.98 | 0.86 | 0.97 | 0.95 | 0.97 | 0.97 | 0.98 | 0.6 |
| Yield(%) | N/A | 3.9 | 2.8 | 2.5 | 2.2 | N/A | 0.0 | 2.9 | 1.7 | 2.9 | 2.1 | 1.8 | 2.2 | 2.0 | 2.7 | 2.0 | 1.2 | 1.0 | 1.6 |
| Dividend Growth(%) | N/A | 84.0 | 52.6 | 38.5 | N/A | N/A | -100.0 | 84.0 | -36.3 | 60.6 | 0.9 | 2.6 | 7.6 | -30.5 | 28.4 | 87.2 | 40.3 | -49.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/07/2011
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