Investment fund performance.

See below for return projections on a number of funds. To inquire about investing for yourself or your small business, Contact us today.

Great Plains Trust Company

Collective Fund Performance
Annualized Total Returns as of 11/30/2017
(net of fees)

             
                 
  YTD   1 Yr.  3 Yr.   5 Yr.  10 Yr.   15 Yr.   20 Yr.    25 Yr.   
GPTC Large Cap Fund 24.76% 25.90% 12.44% 16.40% 8.71% N/A N/A N/A
Russell 1000 Growth Index 29.21% 30.81% 13.10% 17.14% 9.87% N/A N/A N/A
GPTC Growth Fund* 21.69% 22.73% 8.76% 14.23% 8.78% 9.39% 7.40% N/A
Russell 1000 Growth Index
29.21% 30.81% 13.10% 17.14% 9.87% 10.11% 6.89% N/A
GPTC Small Cap Fund 26.40% 26.09% 9.82% 12.91% 8.45% 11.07% 10.58% N/A
Russell 2000 Growth Index
22.03% 23.69% 11.32% 15.84% 9.25% 11.03% 6.72% N/A
GPTC Equity Fund 13.56% 18.61% 3.30% 8.62% 6.24% 11.45% 10.90% 11.63%
S&P 500 Index
20.49% 22.87% 10.91% 15.74% 8.30% 9.40% 7.23% 9.70%
GPTC Discovery Fund* 26.53% 26.83% 12.58% 16.64% 11.49% 12.65% N/A N/A
Russell Midcap Growth Index
24.60% 25.03% 10.00% 15.59% 9.07% 11.45% N/A N/A
GPTC Mid Cap Fund 14.20% 13.56% 6.48% 10.87% 7.06% 9.62% N/A N/A
Russell Midcap Growth Index
24.60% 25.03% 10.00% 15.59% 9.07% 11.45% N/A N/A
GPTC International Fund 26.99% 30.54% 8.20% 8.86% 4.50% N/A N/A N/A
Russell Global Ex-US Index
24.86% 27.93% 6.37% 7.66% 1.91% N/A N/A N/A
GPTC Fixed Fund 15.19% 20.09% -0.53% 5.35% 7.12% 7.98% 7.03% 8.33%
Bank of America Merrill Lynch HY Master II Index
7.17% 9.28% 5.76% 6.08% 7.89% 8.92% 6.73%

7.75%

 

 *The GPTC Growth Fund was formerly the GPTC USA Global Fund.  The GPTC Discovery Fund was formerly the GPTC Science and Technology Fund.

Data represented reflects past performance and is no guarantee of future results. The investment return and principal value of your investment will fluctuate so that an investment, when redeemed, may be worth more or less than its original cost. Current performance of the fund may be lower or higher than the performance quoted.

Investments are not insured by the FDIC, are not deposits or other obligations of Great Plains Trust and are not guaranteed by Great Plains Trust.  Investments are subject to risk, including possible loss of principal invested.

Collective Trusts are not mutual funds. Each is a separate investment fund available only to tax-qualified plans and their eligible participants. 

The BofA Merrill Lynch High Yield Master II Index is an unmanaged index comprised of over 1,200 high yield bonds representative of high yield bond markets as a whole. Russell 2000 Growth Index measures the performance of those Russell 2000 Index companies with higher price-to-book ratios and higher forecasted growth values. Russell Midcap Growth Index measures the performance of those Russell Midcap companies with higher price-to-book ratios and higher forecasted growth. MSCI All Country (AC) World Index ex USA Net (USD) is an index of issuers located in countries throughout the world, representing developed and emerging markets, excluding securities of U.S. issuers. Russell 3000 Growth Index measures the performance of the broad growth segment of the U.S. equity universe. It includes those Russell 3000 companies with higher price-to-book ratios and higher forecasted growth values. The S&P 500, or the Standard & Poor's 500, is a stock market index based on the market capitalizations of 500 leading companies publicly traded in the U.S. stock market, as determined by Standard & Poor's.

One cannot invest directly in an index.