GTSRX Mutual Fund

NAV$26.51

Returns Overview

1 Month
+7.08%
3 Months
+27.73%
6 Months
+28.29%
YTD
+25.06%
1 Year
+39.94%
3 Years (annualized)
+17.00%
5 Years (annualized)
+4.46%
10 Years (annualized)
+13.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GTSRX 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)
+25.06%
Peer Avg (YTD)
+18.52%
vs Peers
+6.54%

GTSRX Mutual Fund Performance

GTSRX performance across multiple time periods: 1-month 7.08%, YTD 25.06%, 1-year 39.94%, 3-year 17.00%, 5-year 4.46%, 10-year 13.07%.

GTSRX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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