GTLIX Mutual Fund

GTLIX Mutual Fund

NAV$25.38
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Returns Overview

1 Month
+0.65%
3 Months
+3.69%
6 Months
+26.88%
YTD
+26.18%
1 Year
+33.96%
3 Years (annualized)
+20.19%
5 Years (annualized)
+11.27%
10 Years (annualized)
+12.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GTLIX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+26.18%
Peer Avg (YTD)
+9.98%
vs Peers
+16.19%

GTLIX Mutual Fund Performance

GTLIX performance across multiple time periods: 1-month 0.65%, YTD 26.18%, 1-year 33.96%, 3-year 20.19%, 5-year 11.27%, 10-year 12.79%.

GTLIX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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