GPTCX Mutual Fund

GPTCX Mutual Fund

NAV$12.77
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Returns Overview

1 Month
-0.20%
3 Months
+1.38%
6 Months
+3.14%
YTD
+4.67%
1 Year
+10.99%
3 Years (annualized)
+9.74%
5 Years (annualized)
+4.83%
10 Years (annualized)
+5.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GPTCX 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
PROUpgrade to run
📉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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Risk Conservative Index(^SPTGCU:SP)
This Mutual Fund (YTD)
+4.67%
Peer Avg (YTD)
+3.39%
vs Peers
+1.28%

GPTCX Mutual Fund Performance

GPTCX performance across multiple time periods: 1-month -0.20%, YTD 4.67%, 1-year 10.99%, 3-year 9.74%, 5-year 4.83%, 10-year 5.81%.

GPTCX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

GPTCX vs another fund shows side-by-side returns. GPTCX alternatives are available in the Mutual Fund Screener.