Guidemark World Competition

GMWEX Fund

USD 10.94 0.06 0.55%

Guidemark World Ex competes with Guidemark, Guidemark Large, Guidemark Large, Guidemark Smallmid, and Guidepath Growth; as well as few others. The fund is listed under Foreign Large Blend category and is part of GuideMark family. Analyzing Guidemark World competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Guidemark World to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Guidemark World Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Guidemark World competition on your existing holdings.

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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Guidemark World'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.

Hype

Prediction

Low	Estimated	High
10.26	10.94	11.62

Details

Intrinsic

Valuation

Low	Real	High
10.32	11.00	11.68

Details

Guidemark World Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Guidemark World and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Guidemark and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Guidemark World Ex does not affect the price movement of the other competitor.

	GMCOX	GMLVX	GMLGX	GMSMX	GPSTX	GPTCX	GPTUX
GMCOX		0.26	-0.52	-0.43	-0.41	0.33	-0.5	GMCOX
GMLVX	0.26		-0.41	-0.52	-0.24	0.09	-0.31	GMLVX
GMLGX	-0.52	-0.41		0.96	0.97	0.55	0.91	GMLGX
GMSMX	-0.43	-0.52	0.96		0.9	0.55	0.92	GMSMX
GPSTX	-0.41	-0.24	0.97	0.9		0.67	0.87	GPSTX
GPTCX	0.33	0.09	0.55	0.55	0.67		0.53	GPTCX
GPTUX	-0.5	-0.31	0.91	0.92	0.87	0.53		GPTUX
	GMCOX	GMLVX	GMLGX	GMSMX	GPSTX	GPTCX	GPTUX

Click cells to compare fundamentals

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High positive correlations

GPSTX	+ 0.97	GMLGX
GMSMX	+ 0.96	GMLGX
GPTUX	+ 0.92	GMSMX
GPTUX	+ 0.91	GMLGX
GPSTX	+ 0.9	GMSMX
GPTUX	+ 0.87	GPSTX

High negative correlations

GMSMX	- 0.52	GMLVX
GMLGX	- 0.52	GMCOX
GPTUX	- 0.5	GMCOX
GMSMX	- 0.43	GMCOX
GMLGX	- 0.41	GMLVX
GPSTX	- 0.41	GMCOX

Risk-Adjusted Indicators

There is a big difference between Guidemark Mutual Fund performing well and Guidemark World 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 Guidemark World'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
GMCOX	0.23	(0.06)	0.00	2.34	0.00	0.00	0.37	(0.49)	1.34
GMLVX	0.67	0.01	(0.04)	0.08	0.75	(0.79)	1.50	(1.56)	4.86
GMLGX	0.53	0.07	0.09	0.14	0.51	(0.59)	1.03	(1.01)	4.35
GMSMX	0.75	0.12	0.09	0.62	0.63	(0.86)	1.82	(1.19)	6.31
GPSTX	0.50	0.04	0.03	0.11	0.51	(0.56)	0.99	(0.86)	3.57
GPTCX	0.23	(0.02)	(0.22)	(0.02)	0.27	(0.27)	0.52	(0.43)	1.30
GPTUX	0.52	0.06	0.02	0.34	0.51	(0.63)	0.96	(0.81)	2.94

Unable to evaluate fundamental data of [GMCOX, GMLVX, GMLGX, GMSMX, GPSTX, GPTCX, GPTUX] at this time. Please try again later

All Fundamental Data

Guidemark World Competitive Analysis

The better you understand Guidemark World competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Guidemark World's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Guidemark World's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	GMWEX	GMCOX	GMLVX	GMLGX	GMSMX	GPSTX	GPTCX	GPTUX
	0.55 10.94 Guidemark	0.12 8.24 Guidemark	0.76 11.72 Guidemark	0.59 35.13 Guidemark	0.31 22.42 Guidemark	0.57 19.09 Guidepath	0.34 11.58 Guidepath	0.07 14.76 Guidepath
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Very Weak	Very Weak	Very Weak	Good	OK	OK	Very Weak	Modest
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Under Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Hold	Cautious Hold	Cautious Hold	Strong Buy	Strong Hold	Buy	Hold	Hold
Net Asset	213.64 M	135.03 M	89.83 M	342.79 M	63.7 M	777.67 M	323.68 M	351.46 M
Price To Book	1.61 X	N/A	1.44 X	2.46 X	1.95 X	1.87 X	1.95 X	2.10 X
Five Year Return	5.32 %	(0.35) %	2.98 %	15.04 %	11.62 %	11.28 %	4.99 %	9.71 %
One Year Return	11.16 %	2.95 %	15.65 %	28.52 %	19.66 %	24.37 %	11.85 %	26.49 %
Last Dividend Paid	0.2	0.04	0.03	0.1	0.02	0.07	0.19	0.01
Price To Earning	2.68 X	N/A	9.60 X	2.49 X	1.48 X	17.06 X	17.48 X	17.98 X
Price To Sales	0.81 X	N/A	0.97 X	1.28 X	0.94 X	1.23 X	1.24 X	1.47 X
Cash Position Weight	0.33 %	13.94 %	0.96 %	0.77 %	1.01 %	2.23 %	3.88 %	3.05 %
Equity Positions Weight	99.62 %	N/A	99.04 %	99.23 %	98.99 %	97.63 %	44.99 %	96.95 %
Three Year Return	2.67 %	(2.58) %	(0.22) %	9.35 %	5.62 %	6.26 %	2.59 %	11.14 %
Annual Yield	0.02 %	0.01 %	0.03 %	0.01 %	0 %	0.01 %	0.03 %	0.01 %
Year To Date Return	8.55 %	2.18 %	11.17 %	26.31 %	17.34 %	21.55 %	10.06 %	25.08 %
Bond Positions Weight	N/A	85.03 %	N/A	N/A	N/A	N/A	49.00 %	N/A
Ten Year Return	3.39 %	3.24 %	8.00 %	11.14 %	8.71 %	N/A	N/A	N/A
Daily Balance Of Power	(9,223,372,036,855)	9.2 T	(9,223,372,036,855)	(9,223,372,036,855)	9.2 T	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)
Day Typical Price	10.94	8.24	11.72	35.13	22.42	19.09	11.58	14.76
Period Momentum Indicator	(0.06)	0.01	(0.09)	(0.21)	0.07	(0.11)	(0.04)	(0.01)
Rate Of Daily Change	0.99	1.0	0.99	0.99	1.0	0.99	1.0	1.0
Day Median Price	10.94	8.24	11.72	35.13	22.42	19.09	11.58	14.76
Price Action Indicator	(0.03)	0.005	(0.04)	(0.11)	0.035	(0.06)	(0.02)	(0.01)
Coefficient Of Variation	(1,468)	(609.69)	2897.71	572.42	733.38	744.19	9616.62	844.18
Mean Deviation	0.5632	0.2339	0.6661	0.5268	0.7487	0.5019	0.2307	0.52
Jensen Alpha	(0.08)	(0.06)	0.0059	0.0675	0.1217	0.0369	(0.02)	0.0584
Total Risk Alpha	(0.12)	(0.08)	(0.05)	0.0587	0.05	0.0258	(0.03)	0.0163
Sortino Ratio	N/A	N/A	(0.04)	0.0867	0.0942	0.0306	(0.22)	0.0199
Downside Variance	N/A	N/A	0.7131	0.4545	0.6585	0.4352	0.0899	0.3936
Standard Deviation	0.7219	0.2952	0.9122	0.7221	1.06	0.6538	0.2923	0.6772
Kurtosis	0.8358	0.6997	1.43	2.96	6.04	0.9467	(0.24)	1.19
Potential Upside	1.19	0.3663	1.5	1.03	1.82	0.9852	0.5186	0.9589
Treynor Ratio	(0.18)	2.34	0.0793	0.1376	0.6245	0.1096	(0.02)	0.3434
Maximum Drawdown	3.54	1.34	4.86	4.35	6.31	3.57	1.3	2.94
Variance	0.5211	0.0871	0.8321	0.5214	1.12	0.4275	0.0855	0.4586
Market Risk Adjusted Performance	(0.17)	2.35	0.0893	0.1476	0.6345	0.1196	(0.01)	0.3534
Risk Adjusted Performance	(0.05)	(0.13)	0.0271	0.1266	0.102	0.0963	(0.01)	0.0852
Skewness	0.574	0.0831	0.6395	0.5138	1.67	0.1484	0.0228	0.136
Semi Deviation	N/A	N/A	0.7496	0.5139	0.6278	0.5102	0.268	0.5145
Information Ratio	(0.16)	(0.39)	(0.04)	0.0809	0.0723	0.0308	(0.22)	0.0185
Value At Risk	(1.08)	(0.49)	(1.56)	(1.01)	(1.19)	(0.86)	(0.43)	(0.81)
Expected Short fall	N/A	N/A	(0.79)	(0.59)	(0.86)	(0.56)	(0.27)	(0.63)
Downside Deviation	N/A	N/A	0.8444	0.6742	0.8115	0.6597	0.2999	0.6274
Semi Variance	N/A	N/A	0.5619	0.2641	0.3941	0.2604	0.0718	0.2647

Guidemark World Competition Performance Charts

Five steps to successful analysis of Guidemark World Competition

Guidemark World's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Guidemark World Ex in relation to its competition. Guidemark World's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Guidemark World in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Guidemark World's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Guidemark World Ex, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Guidemark World position

In addition to having Guidemark World in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Compulsion

Companies involved in research, development, and manufacturing of products with compulsion characteristics such as cigarettes, addictive drugs and alcohol. The Compulsion theme has 40 constituents at this time.

You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Compulsion Theme or any other thematic opportunities.

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Other Information on Investing in Guidemark Mutual Fund

Guidemark World financial ratios help investors to determine whether Guidemark 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 Guidemark with respect to the benefits of owning Guidemark World security.

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