GTRFX Mutual Fund

NAV$15.06

Returns Overview

1 Month
-1.12%
3 Months
+6.94%
6 Months
+6.38%
YTD
+5.90%
1 Year
+15.26%
3 Years (annualized)
+15.46%
5 Years (annualized)
+10.48%
10 Years (annualized)
+9.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GTRFX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+5.90%
Peer Avg (YTD)
+3.47%
vs Peers
+2.43%

GTRFX Mutual Fund Performance

GTRFX performance across multiple time periods: 1-month -1.12%, YTD 5.90%, 1-year 15.26%, 3-year 15.46%, 5-year 10.48%, 10-year 9.27%.

GTRFX returns outperform the peer average of 3.47% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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