GTCEX Mutual Fund

NAV$27.22

Returns Overview

1 Month
-1.07%
3 Months
+7.43%
6 Months
-0.38%
YTD
-0.58%
1 Year
+10.84%
3 Years (annualized)
+12.23%
5 Years (annualized)
+8.34%
10 Years (annualized)
+12.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GTCEX 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
Morningstar Large Blend Average1
This Mutual Fund (YTD)
-0.58%
Peer Avg (YTD)
+9.51%
vs Peers
-10.09%

GTCEX Mutual Fund Performance

GTCEX performance across multiple time periods: 1-month -1.07%, YTD -0.58%, 1-year 10.84%, 3-year 12.23%, 5-year 8.34%, 10-year 12.03%.

GTCEX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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