GTLOX Mutual Fund

GTLOX Mutual Fund

NAV$25.49
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Returns Overview

1 Month
+3.98%
3 Months
+6.10%
6 Months
+20.26%
YTD
+25.23%
1 Year
+36.84%
3 Years (annualized)
+19.95%
5 Years (annualized)
+11.04%
10 Years (annualized)
+12.57%

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
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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)
+25.23%
Peer Avg (YTD)
+11.21%
vs Peers
+14.02%

GTLOX Mutual Fund Performance

GTLOX performance across multiple time periods: 1-month 3.98%, YTD 25.23%, 1-year 36.84%, 3-year 19.95%, 5-year 11.04%, 10-year 12.57%.

GTLOX returns outperform the peer average of 11.21% 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.