GTSVX Mutual Fund

NAV$43.40

Returns Overview

1 Month
+7.10%
3 Months
+27.90%
6 Months
+28.68%
YTD
+25.45%
1 Year
+40.75%
3 Years (annualized)
+17.69%
5 Years (annualized)
+7.94%
10 Years (annualized)
+16.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GTSVX 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)
+25.45%
Peer Avg (YTD)
+18.52%
vs Peers
+6.93%

GTSVX Mutual Fund Performance

GTSVX performance across multiple time periods: 1-month 7.10%, YTD 25.45%, 1-year 40.75%, 3-year 17.69%, 5-year 7.94%, 10-year 16.09%.

GTSVX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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