GTRFX Mutual Fund

GTRFX Mutual Fund

NAV$15.14
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Returns Overview

1 Month
-3.27%
3 Months
+4.23%
6 Months
+11.46%
YTD
+10.38%
1 Year
+14.69%
3 Years (annualized)
+17.46%
5 Years (annualized)
+11.18%
10 Years (annualized)
+9.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GTRFX 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 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+10.38%
Peer Avg (YTD)
+5.40%
vs Peers
+4.98%

GTRFX Mutual Fund Performance

GTRFX performance across multiple time periods: 1-month -3.27%, YTD 10.38%, 1-year 14.69%, 3-year 17.46%, 5-year 11.18%, 10-year 9.57%.

GTRFX returns outperform the peer average of 5.40% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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