GPTCX Mutual Fund

GPTCX Mutual Fund

NAV$12.50
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Returns Overview

1 Month
-2.68%
3 Months
-1.75%
6 Months
+3.41%
YTD
+3.07%
1 Year
+5.24%
3 Years (annualized)
+10.73%
5 Years (annualized)
+4.89%
10 Years (annualized)
+6.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GPTCX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Risk Conservative Index(^SPTGCU:SP)
This Mutual Fund (YTD)
+3.07%
Peer Avg (YTD)
+2.46%
vs Peers
+0.61%

GPTCX Mutual Fund Performance

GPTCX performance across multiple time periods: 1-month -2.68%, YTD 3.07%, 1-year 5.24%, 3-year 10.73%, 5-year 4.89%, 10-year 6.14%.

GPTCX returns outperform the peer average of 2.46% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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