GPTCX Mutual Fund

NAV$12.79

Returns Overview

1 Month
+0.09%
3 Months
+5.25%
6 Months
+5.19%
YTD
+4.88%
1 Year
+11.35%
3 Years (annualized)
+10.44%
5 Years (annualized)
+5.04%
10 Years (annualized)
+6.05%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Risk Conservative Index(^SPTGCU:SP)
This Mutual Fund (YTD)
+4.88%
Peer Avg (YTD)
+4.14%
vs Peers
+0.74%

GPTCX Mutual Fund Performance

GPTCX performance across multiple time periods: 1-month 0.09%, YTD 4.88%, 1-year 11.35%, 3-year 10.44%, 5-year 5.04%, 10-year 6.05%.

GPTCX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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