GTCEX Mutual Fund

GTCEX Mutual Fund

NAV$26.28
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Returns Overview

1 Month
+6.57%
3 Months
+7.09%
6 Months
+5.07%
YTD
+5.95%
1 Year
+15.65%
3 Years (annualized)
+13.66%
5 Years (annualized)
+8.96%
10 Years (annualized)
+12.34%

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
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📉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
Morningstar Large Blend Average1
This Mutual Fund (YTD)
+5.95%
Peer Avg (YTD)
+9.41%
vs Peers
-3.46%

GTCEX Mutual Fund Performance

GTCEX performance across multiple time periods: 1-month 6.57%, YTD 5.95%, 1-year 15.65%, 3-year 13.66%, 5-year 8.96%, 10-year 12.34%.

GTCEX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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