GTSOX Mutual Fund

NAV$13.96

Returns Overview

1 Month
+1.10%
3 Months
+7.09%
6 Months
+7.01%
YTD
+6.93%
1 Year
+14.16%
3 Years (annualized)
+10.45%
5 Years (annualized)
+9.65%
10 Years (annualized)
+10.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GTSOX 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
CBOE S&P 500 PutWrite Index(PUT)
This Mutual Fund (YTD)
+6.93%
Peer Avg (YTD)
+3.47%
vs Peers
+3.46%

GTSOX Mutual Fund Performance

GTSOX performance across multiple time periods: 1-month 1.10%, YTD 6.93%, 1-year 14.16%, 3-year 10.45%, 5-year 9.65%, 10-year 10.34%.

GTSOX returns outperform the peer average of 3.47% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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