GTLIX Mutual Fund

GTLIX Mutual Fund

NAV$24.88
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Returns Overview

1 Month
+3.04%
3 Months
+22.37%
6 Months
+22.43%
YTD
+21.69%
1 Year
+39.55%
3 Years (annualized)
+16.89%
5 Years (annualized)
+9.88%
10 Years (annualized)
+12.18%

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
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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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+21.69%
Peer Avg (YTD)
+9.51%
vs Peers
+12.18%

GTLIX Mutual Fund Performance

GTLIX performance across multiple time periods: 1-month 3.04%, YTD 21.69%, 1-year 39.55%, 3-year 16.89%, 5-year 9.88%, 10-year 12.18%.

GTLIX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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