GTRCX Mutual Fund

GTRCX Mutual Fund

NAV$26.03
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Returns Overview

1 Month
+0.19%
3 Months
-0.99%
6 Months
+4.12%
YTD
+5.21%
1 Year
+9.18%
3 Years (annualized)
+3.10%
5 Years (annualized)
+10.53%
10 Years (annualized)
+9.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GTRCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.21%
Peer Avg (YTD)
+12.56%
vs Peers
-7.35%

GTRCX Mutual Fund Performance

GTRCX performance across multiple time periods: 1-month 0.19%, YTD 5.21%, 1-year 9.18%, 3-year 3.10%, 5-year 10.53%, 10-year 9.47%.

GTRCX returns trail the peer average of 12.56% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

GTRCX vs another fund shows side-by-side returns. GTRCX alternatives are available in the Mutual Fund Screener.