GTCMX | MUNI INTERMEDIATE PORTFOLIO MUNI INTERMEDIATE PORTFOLIO

Basic Info 10.48 0.01(0.10%)
May 16

MUNI INTERMEDIATE PORTFOLIO MUNI INTERMEDIATE PORTFOLIO started on 08/04/1992

MUNI INTERMEDIATE PORTFOLIO MUNI INTERMEDIATE PORTFOLIO is classified as asset class Muni National Short

MUNI INTERMEDIATE PORTFOLIO MUNI INTERMEDIATE PORTFOLIO expense ratio is 0.25%

MUNI INTERMEDIATE PORTFOLIO MUNI INTERMEDIATE PORTFOLIO rating is

(90%)

MUNI INTERMEDIATE PORTFOLIO MUNI INTERMEDIATE PORTFOLIO (GTCMX) Dividend Info

MUNI INTERMEDIATE PORTFOLIO MUNI INTERMEDIATE PORTFOLIO (GTCMX) dividend growth in the last 12 months is 29.80%

The trailing 12-month yield of MUNI INTERMEDIATE PORTFOLIO MUNI INTERMEDIATE PORTFOLIO is 2.52%. its dividend history:

Date	Dividend
05/01/2024	0.024
04/03/2024	0.0252
03/06/2024	0.0218
02/07/2024	0.0299
12/15/2023	0.0231
12/06/2023	0.0194
11/01/2023	0.0198
10/04/2023	0.0215
09/06/2023	0.0219
08/02/2023	0.0198
07/05/2023	0.0188
06/07/2023	0.0192
05/03/2023	0.0186
04/05/2023	0.0249
03/01/2023	0.0159
02/01/2023	0.024
12/15/2022	0.0147
12/07/2022	0.0129
11/02/2022	0.0166
10/05/2022	0.0159
09/07/2022	0.0164
08/03/2022	0.0161
07/06/2022	0.0162
06/01/2022	0.0115
05/04/2022	0.0126
04/06/2022	0.0168
03/02/2022	0.0102
02/02/2022	0.0129
12/14/2021	0.0794
12/01/2021	0.0099
11/03/2021	0.0135
10/06/2021	0.0112
09/01/2021	0.0114
08/04/2021	0.0127
07/07/2021	0.0136
06/02/2021	0.013
05/05/2021	0.0147
04/07/2021	0.0133
03/03/2021	0.0154
02/03/2021	0.0154
12/15/2020	0.1392
12/02/2020	0.0141
11/04/2020	0.0158
10/07/2020	0.0163
09/02/2020	0.016
08/05/2020	0.0189
07/01/2020	0.0147
06/03/2020	0.017
05/06/2020	0.0182
04/01/2020	0.016
03/04/2020	0.018
02/05/2020	0.0161
12/13/2019	0.055
12/04/2019	0.019
11/06/2019	0.018
10/02/2019	0.016
09/04/2019	0.018
08/07/2019	0.017
07/03/2019	0.019
06/05/2019	0.02
05/01/2019	0.015
04/03/2019	0.017
03/06/2019	0.019
02/06/2019	0.018
12/14/2018	0.019
12/06/2018	0.019
11/07/2018	0.018
10/03/2018	0.018
09/05/2018	0.018
08/01/2018	0.017
07/05/2018	0.016
06/06/2018	0.016
05/02/2018	0.014
04/04/2018	0.019
03/07/2018	0.018
02/07/2018	0.015
12/13/2017	0.016
12/06/2017	0.015
11/01/2017	0.018
10/04/2017	0.015
09/06/2017	0.016
08/02/2017	0.016
07/05/2017	0.015
06/07/2017	0.016
05/03/2017	0.016
04/05/2017	0.018
03/01/2017	0.013
02/01/2017	0.013
01/31/2017	0.013
12/14/2016	0.052
12/07/2016	0.015
11/02/2016	0.014
10/05/2016	0.014
09/07/2016	0.014
08/03/2016	0.014
07/06/2016	0.015
06/01/2016	0.013
05/04/2016	0.013
04/06/2016	0.014
03/02/2016	0.015
02/03/2016	0.013
12/11/2015	0.015
12/02/2015	0.015
11/04/2015	0.013
10/07/2015	0.014
09/02/2015	0.013
08/05/2015	0.012
07/01/2015	0.011
06/03/2015	0.013
05/06/2015	0.014
04/09/2015	0.015
03/04/2015	0.012
02/04/2015	0.014
12/11/2014	0.074
12/03/2014	0.012
11/05/2014	0.014
10/01/2014	0.015
09/03/2014	0.014
08/06/2014	0.02
07/02/2014	0.008
06/04/2014	0.014
05/07/2014	0.018
04/02/2014	0.01
03/05/2014	0.017
02/05/2014	0.014
12/12/2013	0.069
12/04/2013	0.018
11/06/2013	0.016
10/02/2013	0.018
09/04/2013	0.018
08/07/2013	0.014
07/03/2013	0.019
06/05/2013	0.016
05/01/2013	0.017
04/03/2013	0.015
03/06/2013	0.018
02/06/2013	0.016
12/13/2012	0.021
12/05/2012	0.019
11/07/2012	0.018
10/03/2012	0.018
09/05/2012	0.018
08/01/2012	0.02
07/11/2012	0.018
06/06/2012	0.02
05/02/2012	0.021
04/04/2012	0.021
03/07/2012	0.022
02/01/2012	0.019
12/12/2011	0.006
12/07/2011	0.022
11/02/2011	0.021
10/05/2011	0.022
09/07/2011	0.022
08/03/2011	0.021
07/06/2011	0.021
06/01/2011	0.022
05/04/2011	0.022
04/06/2011	0.022
03/02/2011	0.023
02/02/2011	0.021
12/13/2010	0.025
12/01/2010	0.022
11/03/2010	0.021
10/06/2010	0.022
09/01/2010	0.02
08/04/2010	0.021
07/07/2010	0.02
06/02/2010	0.019
05/05/2010	0.021
03/03/2010	0.018
02/03/2010	0.018
12/14/2009	0.021
12/02/2009	0.021
11/04/2009	0.019
10/07/2009	0.019
09/02/2009	0.019
08/05/2009	0.017
07/01/2009	0.019
06/03/2009	0.02
05/06/2009	0.019
04/01/2009	0.03
03/04/2009	0.025
02/04/2009	0.026
01/30/2009	0.04
12/15/2008	0.04
11/05/2008	0.029
10/01/2008	0.03
09/03/2008	0.027
08/06/2008	0.03
07/02/2008	0.031
06/04/2008	0.028
05/07/2008	0.029
04/02/2008	0.031
03/05/2008	0.029
02/06/2008	0.019
12/17/2007	0.04
12/05/2007	0.031
11/07/2007	0.019
10/03/2007	0.029
09/05/2007	0.032
08/01/2007	0.034
07/05/2007	0.032
06/06/2007	0.032
05/02/2007	0.032
04/04/2007	0.032
03/07/2007	0.033
02/07/2007	0.03
12/15/2006	0.032
12/06/2006	0.031
11/01/2006	0.032
10/04/2006	0.03
09/06/2006	0.031
08/02/2006	0.033
07/05/2006	0.032
06/07/2006	0.031
05/03/2006	0.031
04/05/2006	0.03
03/01/2006	0.031
02/01/2006	0.059
12/07/2005	0.034
11/02/2005	0.03
10/05/2005	0.031
09/07/2005	0.028
08/03/2005	0.031
07/06/2005	0.031
06/01/2005	0.032
05/04/2005	0.028
04/06/2005	0.03
03/02/2005	0.031
02/02/2005	0.025
12/17/2004	0.037
12/01/2004	0.032
11/03/2004	0.031
10/06/2004	0.032
09/01/2004	0.03
07/07/2004	0.034
06/02/2004	0.03
05/05/2004	0.032
04/07/2004	0.035
03/03/2004	0.029
02/04/2004	0.028
12/12/2003	0.039
12/03/2003	0.031
11/05/2003	0.034
10/01/2003	0.035
09/03/2003	0.034
08/06/2003	0.034
07/02/2003	0.037
06/04/2003	0.038
05/07/2003	0.038
04/02/2003	0.035
03/05/2003	0.037
02/05/2003	0.035
12/13/2002	0.041
12/04/2002	0.036
11/06/2002	0.037
10/02/2002	0.036
09/04/2002	0.038
08/07/2002	0.038
07/03/2002	0.037
06/05/2002	0.039
05/01/2002	0.043
04/03/2002	0.037
03/06/2002	0.041
02/06/2002	0.038
12/14/2001	0.043
12/05/2001	0.037
11/07/2001	0.036
10/03/2001	0.041
09/05/2001	0.05
08/01/2001	0.04
07/06/2001	0.04
06/06/2001	0.04
05/02/2001	0.04
04/04/2001	0.043
03/07/2001	0.038
02/07/2001	0.042
12/15/2000	0.042
12/06/2000	0.042
11/01/2000	0.028
10/04/2000	0.042
09/06/2000	0.044
08/02/2000	0.037
07/05/2000	0.045
06/07/2000	0.043
05/03/2000	0.04
04/05/2000	0.045
03/01/2000	0.04
02/02/2000	0.05
12/01/1999	0.039
11/03/1999	0.042
10/06/1999	0.041
09/01/1999	0.043
08/04/1999	0.045
07/07/1999	0.043
06/02/1999	0.045
05/05/1999	0.043
04/07/1999	0.045
03/03/1999	0.038
02/03/1999	0.035
12/02/1998	0.045
11/04/1998	0.043
10/07/1998	0.041
09/02/1998	0.042
08/05/1998	0.043
07/01/1998	0.043
06/03/1998	0.042
05/06/1998	0.041
04/01/1998	0.044
03/04/1998	0.04
02/04/1998	0.045
12/29/1997	0.044
12/03/1997	0.043
11/05/1997	0.043
10/01/1997	0.043
09/03/1997	0.044
08/06/1997	0.045
07/02/1997	0.044
06/04/1997	0.045
05/07/1997	0.043
04/02/1997	0.043
03/05/1997	0.041
02/05/1997	0.044
12/27/1996	0.045
12/04/1996	0.043
11/06/1996	0.046
10/02/1996	0.044
09/04/1996	0.045
08/07/1996	0.043
07/09/1996	0.044
06/05/1996	0.043
05/06/1996	0.044
04/04/1996	0.046
03/06/1996	0.041
02/06/1996	0.042
12/28/1995	0.046
12/06/1995	0.044
11/03/1995	0.046
10/04/1995	0.043
09/06/1995	0.044
08/02/1995	0.044
07/06/1995	0.046
06/07/1995	0.045
05/03/1995	0.047
04/05/1995	0.04
03/01/1995	0.04
02/01/1995	0.043
12/29/1994	0.05
12/07/1994	0.046
11/02/1994	0.045
10/05/1994	0.04
09/07/1994	0.044
08/03/1994	0.045
07/06/1994	0.052
06/01/1994	0.052
05/04/1994	0.047
04/06/1994	0.044
03/02/1994	0.04
02/02/1994	0.044
12/28/1993	0.041
12/01/1993	0.04
11/03/1993	0.041
10/06/1993	0.039
09/01/1993	0.038
08/05/1993	0.034
07/07/1993	0.036
06/02/1993	0.038
05/05/1993	0.034
04/07/1993	0.032
03/03/1993	0.032
02/03/1993	0.04
12/30/1992	0.041
12/02/1992	0.04
11/04/1992	0.039
10/07/1992	0.035
09/02/1992	0.02
08/05/1992	0.02

Dividend Growth History for MUNI INTERMEDIATE PORTFOLIO MUNI INTERMEDIATE PORTFOLIO (GTCMX)

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2023
2023	$0.2469	2.37%	42.88%	-
2022	$0.1728	1.55%	-22.68%	42.88%
2021	$0.2235	1.97%	-30.22%	5.10%
2020	$0.3203	2.86%	27.61%	-8.31%
2019	$0.251	2.30%	21.26%	-0.41%
2018	$0.207	1.89%	3.50%	3.59%
2017	$0.2	1.86%	-2.91%	3.57%
2016	$0.206	1.87%	27.95%	2.62%
2015	$0.161	1.47%	-30.00%	5.49%
2014	$0.23	2.13%	-9.45%	0.79%
2013	$0.254	2.28%	8.09%	-0.28%
2012	$0.235	2.12%	-4.08%	0.45%
2011	$0.245	2.29%	7.93%	0.06%
2010	$0.227	2.11%	-23.05%	0.65%
2009	$0.295	2.88%	-8.67%	-1.26%
2008	$0.323	3.11%	-14.10%	-1.78%
2007	$0.376	3.64%	-6.70%	-2.59%
2006	$0.403	3.88%	21.75%	-2.84%
2005	$0.331	3.13%	-5.43%	-1.62%
2004	$0.35	3.27%	-18.03%	-1.82%
2003	$0.427	3.99%	-7.38%	-2.70%
2002	$0.461	4.47%	-5.92%	-2.93%
2001	$0.49	4.76%	-1.61%	-3.07%
2000	$0.498	4.95%	8.50%	-3.00%
1999	$0.459	4.38%	-2.13%	-2.55%
1998	$0.469	4.49%	-10.15%	-2.53%
1997	$0.522	5.11%	-0.76%	-2.84%
1996	$0.526	5.09%	-0.38%	-2.76%
1995	$0.528	5.52%	-3.83%	-2.68%
1994	$0.549	5.20%	23.37%	-2.72%
1993	$0.445	4.39%	128.21%	-1.94%
1992	$0.195	1.92%	-	0.76%

Dividend Growth Chart for MUNI INTERMEDIATE PORTFOLIO MUNI INTERMEDIATE PORTFOLIO (GTCMX)

MUNI INTERMEDIATE PORTFOLIO MUNI INTERMEDIATE PORTFOLIO (GTCMX) Historical Returns And Risk Info

From 10/05/1993 to 05/16/2024, the compound annualized total return (dividend reinvested) of MUNI INTERMEDIATE PORTFOLIO MUNI INTERMEDIATE PORTFOLIO (GTCMX) is 3.248%. Its cumulative total return (dividend reinvested) is 165.885%.

From 10/05/1993 to 05/16/2024, the Maximum Drawdown of MUNI INTERMEDIATE PORTFOLIO MUNI INTERMEDIATE PORTFOLIO (GTCMX) is 8.7%.

From 10/05/1993 to 05/16/2024, the Sharpe Ratio of MUNI INTERMEDIATE PORTFOLIO MUNI INTERMEDIATE PORTFOLIO (GTCMX) is 0.76.

From 10/05/1993 to 05/16/2024, the Annualized Standard Deviation of MUNI INTERMEDIATE PORTFOLIO MUNI INTERMEDIATE PORTFOLIO (GTCMX) is 2.3%.

From 10/05/1993 to 05/16/2024, the Beta of MUNI INTERMEDIATE PORTFOLIO MUNI INTERMEDIATE PORTFOLIO (GTCMX) is 1.11.

	Last 1 Week*	YTD*(2024)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Since 10/05/1993	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998	1997	1996	1995	1994	1993	1992
Annualized Return(%)	0.3	-0.3	2.6	-0.3	1.1	1.6	2.0	2.5	3.2	4.5	-5.0	0.0	4.3	5.2	1.4	3.4	-0.1	1.7	3.8	-1.0	2.9	5.8	1.5	7.2	2.5	4.3	3.4	1.4	2.2	3.9	8.7	5.0	7.2	0.5	5.1	7.1	4.4	13.7	-4.4	9.0	1.6
Sharpe Ratio	NA	-2.87	-0.58	-1.23	-0.15	0.23	NA	NA	0.76	0.09	-2.47	0.01	0.72	2.82	0.05	1.77	-0.15	1.21	2.86	-0.46	1.87	4.11	0.85	2.37	0.44	0.79	0.09	-0.52	0.45	1.26	3.32	1.68	2.82	-2.0	1.13	2.24	0.35	4.05	-1.7	2.96	0.51
Draw Down(%)	NA	1.1	2.8	8.6	8.7	8.7	NA	NA	8.7	3.4	8.0	1.3	8.7	1.5	1.3	1.6	3.8	1.8	1.0	4.0	1.4	1.4	2.7	2.5	5.7	1.2	0.9	1.7	4.6	3.8	2.6	2.3	1.0	1.5	0.9	1.1	2.2	1.1	8.3	1.7	1.6
Standard Deviation(%)	NA	1.5	2.2	2.1	3.1	2.4	NA	NA	2.3	2.4	2.6	1.1	5.7	1.3	1.2	1.5	1.8	1.4	1.3	2.1	1.5	1.4	1.7	3.0	3.6	1.7	1.3	1.6	2.8	2.5	2.3	1.6	1.1	1.4	1.6	1.6	2.4	2.4	4.4	2.3	3.8
Treynor Ratio	NA	-0.06	-0.01	-0.02	0.0	0.0	NA	NA	0.02	0.0	-0.03	0.0	0.01	0.04	0.0	0.02	0.0	0.01	0.05	0.0	0.03	0.06	0.01	0.04	0.01	0.03	0.0	-0.01	0.01	0.02	0.07	0.07	0.15	-0.1	0.04	0.09	0.01	0.13	-0.05	0.15	0.08
Alpha	NA	-0.01	0.0	0.0	0.0	0.0	NA	NA	0.0	0.0	-0.01	0.0	0.0	0.01	0.0	0.01	0.0	0.0	0.01	-0.01	0.01	0.02	0.0	0.0	-0.01	0.0	0.0	0.0	0.0	0.01	0.02	0.01	0.01	-0.01	0.0	0.01	0.0	0.03	-0.02	0.02	0.01
Beta	NA	0.76	1.18	1.49	2.19	2.0	NA	NA	1.11	1.42	1.92	1.13	2.84	0.85	0.44	1.38	1.86	1.36	0.82	2.07	1.01	0.92	1.5	1.94	1.49	0.4	0.43	0.6	1.98	1.55	1.09	0.38	0.2	0.27	0.46	0.41	0.81	0.77	1.61	0.47	0.26
RSquare	NA	0.3	0.38	0.46	0.68	0.56	NA	NA	0.23	0.45	0.57	0.2	0.9	0.15	0.06	0.24	0.3	0.17	0.05	0.24	0.09	0.11	0.27	0.28	0.3	0.07	0.1	0.09	0.34	0.26	0.26	0.1	0.06	0.05	0.13	0.1	0.19	0.17	0.24	0.07	0.01
Yield(%)	N/A	0.9	2.5	2.0	2.2	2.1	2.1	2.5	N/A	2.3	1.6	1.8	3.0	2.6	2.1	2.1	1.7	1.4	2.0	2.5	2.2	2.1	2.0	2.9	3.2	3.5	3.8	3.0	3.3	4.1	4.7	4.8	4.8	4.2	4.2	4.7	4.8	5.4	5.0	4.3	2.0
Dividend Growth(%)	N/A	-58.3	29.8	-11.1	22.9	-24.0	-48.5	N/A	N/A	33.3	-14.3	-38.2	21.4	21.7	0.0	21.1	26.7	-31.8	-21.4	16.7	4.3	4.5	-26.7	-9.1	-8.3	-7.7	21.9	-8.6	-20.5	-8.3	-2.0	2.1	9.1	0.0	-8.3	-4.0	-3.8	-1.9	20.5	120.0	N/A

Return Calculator for MUNI INTERMEDIATE PORTFOLIO MUNI INTERMEDIATE PORTFOLIO (GTCMX)

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MUNI INTERMEDIATE PORTFOLIO MUNI INTERMEDIATE PORTFOLIO (GTCMX) Historical Return Chart

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MUNI INTERMEDIATE PORTFOLIO MUNI INTERMEDIATE PORTFOLIO (GTCMX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 10/05/1993 to 05/16/2024, the worst annualized return of 3-year rolling returns for MUNI INTERMEDIATE PORTFOLIO MUNI INTERMEDIATE PORTFOLIO (GTCMX) is -1.8%.

From 10/05/1993 to 05/16/2024, the worst annualized return of 5-year rolling returns for MUNI INTERMEDIATE PORTFOLIO MUNI INTERMEDIATE PORTFOLIO (GTCMX) is 0.51%.

From 10/05/1993 to 05/16/2024, the worst annualized return of 10-year rolling returns for MUNI INTERMEDIATE PORTFOLIO MUNI INTERMEDIATE PORTFOLIO (GTCMX) is 1.13%.

From 10/05/1993 to 05/16/2024, the worst annualized return of 20-year rolling returns for MUNI INTERMEDIATE PORTFOLIO MUNI INTERMEDIATE PORTFOLIO (GTCMX) is 2.78%.

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