GTMUX Mutual Fund

GTMUX Mutual Fund

NAV$26.75
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Returns Overview

1 Month
+7.12%
3 Months
+25.59%
6 Months
+24.84%
YTD
+23.15%
1 Year
+32.98%
3 Years (annualized)
+13.82%
5 Years (annualized)
+5.73%
10 Years (annualized)
+19.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GTMUX 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 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+23.15%
Peer Avg (YTD)
+10.82%
vs Peers
+12.33%

GTMUX Mutual Fund Performance

GTMUX performance across multiple time periods: 1-month 7.12%, YTD 23.15%, 1-year 32.98%, 3-year 13.82%, 5-year 5.73%, 10-year 19.83%.

GTMUX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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