GTNRX Mutual Fund

NAV$12.56

Returns Overview

1 Month
+1.28%
3 Months
+2.06%
6 Months
+1.14%
YTD
+4.60%
1 Year
+9.12%
3 Years (annualized)
+4.83%
5 Years (annualized)
+5.35%
10 Years (annualized)
+3.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GTNRX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+4.60%
Peer Avg (YTD)
+2.87%
vs Peers
+1.74%

GTNRX Mutual Fund Performance

GTNRX performance across multiple time periods: 1-month 1.28%, YTD 4.60%, 1-year 9.12%, 3-year 4.83%, 5-year 5.35%, 10-year 3.12%.

GTNRX returns outperform the peer average of 2.87% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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