GTLOX Mutual Fund

GTLOX Mutual Fund

NAV$25.19
See how much of GTLOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.93%
3 Months
+9.03%
6 Months
+16.90%
YTD
+20.43%
1 Year
+36.66%
3 Years (annualized)
+17.67%
5 Years (annualized)
+10.76%
10 Years (annualized)
+11.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GTLOX 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)
+20.43%
Peer Avg (YTD)
+9.41%
vs Peers
+11.02%

GTLOX Mutual Fund Performance

GTLOX performance across multiple time periods: 1-month -0.93%, YTD 20.43%, 1-year 36.66%, 3-year 17.67%, 5-year 10.76%, 10-year 11.38%.

GTLOX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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