GPTUX Mutual Fund

GPTUX Mutual Fund

NAV$14.36
See how much of GPTUX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.11%
3 Months
+2.24%
6 Months
+4.20%
YTD
+4.94%
1 Year
+12.78%
3 Years (annualized)
+11.49%
5 Years (annualized)
+10.10%
10 Years (annualized)
+9.36%

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

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 11.49%, 5-year 10.10%, 10-year 9.36%.

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.