GTSIX Mutual Fund

NAV$36.78

Returns Overview

1 Month
+7.08%
3 Months
+27.79%
6 Months
+28.47%
YTD
+25.27%
1 Year
+40.39%
3 Years (annualized)
+17.34%
5 Years (annualized)
+8.20%
10 Years (annualized)
+18.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GTSIX 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 Index(SPX)
This Mutual Fund (YTD)
+25.27%
Peer Avg (YTD)
+18.52%
vs Peers
+6.74%

GTSIX Mutual Fund Performance

GTSIX performance across multiple time periods: 1-month 7.08%, YTD 25.27%, 1-year 40.39%, 3-year 17.34%, 5-year 8.20%, 10-year 18.89%.

GTSIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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