GTLSX Mutual Fund

NAV$14.02

Returns Overview

1 Month
-1.03%
3 Months
+1.09%
6 Months
+3.97%
YTD
+3.97%
1 Year
+12.30%
3 Years (annualized)
+7.59%
5 Years (annualized)
+7.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GTLSX 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
Bloomberg US Treasury Bellwethers 3 Month Index(^BBGUSTRBEW3MI)
This Mutual Fund (YTD)
+3.97%
Peer Avg (YTD)
+3.47%
vs Peers
+0.49%

GTLSX Mutual Fund Performance

GTLSX performance across multiple time periods: 1-month -1.03%, YTD 3.97%, 1-year 12.30%, 3-year 7.59%, 5-year 7.37%.

GTLSX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.32%, investors should weigh costs against performance when evaluating this mutual fund.

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