GTLIX Mutual Fund

GTLIX Mutual Fund

NAV$25.47
See how much of GTLIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.99%
3 Months
+6.15%
6 Months
+20.39%
YTD
+25.37%
1 Year
+37.09%
3 Years (annualized)
+20.19%
5 Years (annualized)
+11.27%
10 Years (annualized)
+12.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GTLIX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+25.37%
Peer Avg (YTD)
+11.21%
vs Peers
+14.16%

GTLIX Mutual Fund Performance

GTLIX performance across multiple time periods: 1-month 3.99%, YTD 25.37%, 1-year 37.09%, 3-year 20.19%, 5-year 11.27%, 10-year 12.79%.

GTLIX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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