GPTCX Mutual Fund

GPTCX Mutual Fund

NAV$12.57
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Returns Overview

1 Month
+1.30%
3 Months
-0.24%
6 Months
+1.13%
YTD
+4.41%
1 Year
+6.00%
3 Years (annualized)
+11.96%
5 Years (annualized)
+4.59%
10 Years (annualized)
+6.22%

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)
+4.41%
Peer Avg (YTD)
+2.95%
vs Peers
+1.45%

GPTCX Mutual Fund Performance

GPTCX performance across multiple time periods: 1-month 1.30%, YTD 4.41%, 1-year 6.00%, 3-year 11.96%, 5-year 4.59%, 10-year 6.22%.

GPTCX returns outperform the peer average of 2.95% 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.