GPTUX Mutual Fund

NAV$13.97

Returns Overview

1 Month
-0.07%
3 Months
+2.12%
6 Months
+4.41%
YTD
+5.12%
1 Year
+15.03%
3 Years (annualized)
+13.52%
5 Years (annualized)
+10.87%
10 Years (annualized)
+9.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GPTUX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Daily Risk Control 10% Index(SPXT10UT)
This Mutual Fund (YTD)
+5.12%
Peer Avg (YTD)
+5.87%
vs Peers
-0.75%

GPTUX Mutual Fund Performance

GPTUX performance across multiple time periods: 1-month -0.07%, YTD 5.12%, 1-year 15.03%, 3-year 13.52%, 5-year 10.87%, 10-year 9.70%.

GPTUX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

GPTUX performance comparison shows side-by-side returns with another fund. GPTUX alternatives are available in the Mutual Fund Screener.