GPTUX Mutual Fund

GPTUX Mutual Fund

NAV$14.39
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Returns Overview

1 Month
-0.64%
3 Months
+0.62%
6 Months
+11.19%
YTD
+6.78%
1 Year
+7.69%
3 Years (annualized)
+13.52%
5 Years (annualized)
+9.74%
10 Years (annualized)
+9.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GPTUX 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 500 Daily Risk Control 10% Index(SPXT10UT)
This Mutual Fund (YTD)
+6.78%
Peer Avg (YTD)
+4.96%
vs Peers
+1.81%

GPTUX Mutual Fund Performance

GPTUX performance across multiple time periods: 1-month -0.64%, YTD 6.78%, 1-year 7.69%, 3-year 13.52%, 5-year 9.74%, 10-year 9.64%.

GPTUX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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