GTLOX Mutual Fund

NAV$24.47

Returns Overview

1 Month
+2.99%
3 Months
+22.31%
6 Months
+22.24%
YTD
+21.57%
1 Year
+39.25%
3 Years (annualized)
+16.66%
5 Years (annualized)
+9.65%
10 Years (annualized)
+11.96%

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

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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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+21.57%
Peer Avg (YTD)
+9.51%
vs Peers
+12.06%

GTLOX Mutual Fund Performance

GTLOX performance across multiple time periods: 1-month 2.99%, YTD 21.57%, 1-year 39.25%, 3-year 16.66%, 5-year 9.65%, 10-year 11.96%.

GTLOX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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