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GuideMark World ex-US Institutional (GIWEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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98.57+88.36 (+865.53%)
As of 08:00PM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.48%
5-year average return3.47%
Number of years up7
Number of years down4
Best 1-yr total return (27 June 2023)27.71%
Worst 1-yr total return (27 June 2023)N/A
Best 3-yr total return27.71%
Worst 3-yr total return-2.57%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGIWEXCategory
YTD9.48%9.07%
1-month2.00%-1.09%
3-month4.78%5.12%
1-year14.55%33.76%
3-year8.10%8.50%
5-year3.47%10.08%
10-year4.90%5.80%
Last bull market33.79%14.90%
Last bear market-14.02%-23.70%

Annual total return (%) history

Year
GIWEXCategory
2023
N/AN/A
2022
-15.86%N/A
2021
12.11%N/A
2020
9.24%9.30%
2019
20.68%21.59%
2018
-13.63%-14.59%
2017
27.71%25.12%
2016
1.39%0.79%
2015
-4.35%-1.59%
2014
-4.63%-4.98%
2013
15.44%19.44%
2012
18.46%18.29%
2011
N/A-13.97%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20237.54%N/AN/AN/A
2022-7.50%-14.02%-9.92%17.45%
20213.63%6.57%-1.61%3.19%
2020-22.84%17.06%5.94%14.16%
201910.45%3.05%-1.28%7.40%
20180.21%-0.45%1.05%-14.32%
20177.99%6.92%6.25%4.10%
2016-0.90%-0.90%5.74%-2.36%
20154.17%2.06%-12.09%2.36%
2014-0.56%4.92%-5.33%-3.45%
20132.41%-2.98%9.59%6.01%
201212.24%-6.91%6.57%6.40%
2011-21.82%4.81%N/AN/A

Rank in category (by total return)

YTD70
1-month92
3-month78
1-year53
3-year63
5-year63

Load adjusted returns

1-year1.13%
3-year7.37%
5-year2.22%
10-year4.11%