GAIII Mutual Fund

GAIII Mutual Fund

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Returns Overview

1 Month
+0.77%
3 Months
+10.74%
6 Months
+8.17%
YTD
+7.61%
1 Year
+0.98%
3 Years (annualized)
+7.40%
5 Years (annualized)
-1.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GAIII 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
FTSE World (ex US) Index
This Mutual Fund (YTD)
+7.61%
Peer Avg (YTD)
+5.87%
vs Peers
+1.74%

GAIII Mutual Fund Performance

GAIII performance across multiple time periods: 1-month 0.77%, YTD 7.61%, 1-year 0.98%, 3-year 7.40%, 5-year -1.93%.

GAIII returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

GAIII performance comparison shows side-by-side returns with another fund. GAIII alternatives are available in the Mutual Fund Screener.