GTSGX Mutual Fund

GTSGX Mutual Fund

NAV$17.75
See inside every fund you own
$149/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+5.63%
3 Months
+8.58%
6 Months
+3.85%
YTD
+3.34%
1 Year
+4.64%
3 Years (annualized)
+9.30%
5 Years (annualized)
+7.81%
10 Years (annualized)
+11.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GTSGX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+3.34%
Peer Avg (YTD)
+10.82%
vs Peers
-7.48%

GTSGX Mutual Fund Performance

GTSGX performance across multiple time periods: 1-month 5.63%, YTD 3.34%, 1-year 4.64%, 3-year 9.30%, 5-year 7.81%, 10-year 11.64%.

GTSGX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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