GTSRX Mutual Fund

GTSRX Mutual Fund

NAV$24.37
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Returns Overview

1 Month
-1.33%
3 Months
-7.88%
6 Months
+3.78%
YTD
+10.36%
1 Year
+14.08%
3 Years (annualized)
+11.96%
5 Years (annualized)
-1.23%
10 Years (annualized)
+9.02%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.36%
Peer Avg (YTD)
+15.20%
vs Peers
-4.84%

GTSRX Mutual Fund Performance

GTSRX performance across multiple time periods: 1-month -1.33%, YTD 10.36%, 1-year 14.08%, 3-year 11.96%, 5-year -1.23%, 10-year 9.02%.

GTSRX returns trail the peer average of 15.20% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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