GTTRX Mutual Fund

NAV$40.96

Returns Overview

1 Month
+4.57%
3 Months
+17.11%
6 Months
+23.46%
YTD
+22.78%
1 Year
+44.16%
3 Years (annualized)
+19.77%
5 Years (annualized)
+9.84%
10 Years (annualized)
+12.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GTTRX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+22.78%
Peer Avg (YTD)
+18.52%
vs Peers
+4.26%

GTTRX Mutual Fund Performance

GTTRX performance across multiple time periods: 1-month 4.57%, YTD 22.78%, 1-year 44.16%, 3-year 19.77%, 5-year 9.84%, 10-year 12.46%.

GTTRX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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