GPTUX Mutual Fund

GPTUX Mutual Fund

NAV$14.26
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Returns Overview

1 Month
-1.11%
3 Months
+2.24%
6 Months
+4.20%
YTD
+4.94%
1 Year
+12.78%
3 Years (annualized)
+11.50%
5 Years (annualized)
+9.13%
10 Years (annualized)
+8.88%

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
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 500 Daily Risk Control 10% Index(SPXT10UT)
This Mutual Fund (YTD)
+4.94%
Peer Avg (YTD)
+5.54%
vs Peers
-0.60%

GPTUX Mutual Fund Performance

GPTUX performance across multiple time periods: 1-month -1.11%, YTD 4.94%, 1-year 12.78%, 3-year 11.50%, 5-year 9.13%, 10-year 8.88%.

GPTUX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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