GPTUX Mutual Fund

GPTUX Mutual Fund

NAV$14.01
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Returns Overview

1 Month
-1.13%
3 Months
+0.59%
6 Months
+2.85%
YTD
+5.57%
1 Year
+7.71%
3 Years (annualized)
+15.65%
5 Years (annualized)
+9.65%
10 Years (annualized)
+9.61%

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)
+5.57%
Peer Avg (YTD)
+5.30%
vs Peers
+0.26%

GPTUX Mutual Fund Performance

GPTUX performance across multiple time periods: 1-month -1.13%, YTD 5.57%, 1-year 7.71%, 3-year 15.65%, 5-year 9.65%, 10-year 9.61%.

GPTUX returns outperform the peer average of 5.30% YTD. With an expense ratio of 0.87%, 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.