GAITX Mutual Fund

NAV$23.27

Returns Overview

1 Month
+0.43%
3 Months
+11.80%
6 Months
+9.00%
YTD
+8.33%
1 Year
+17.02%
3 Years (annualized)
+15.71%
5 Years (annualized)
+7.47%
10 Years (annualized)
+9.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GAITX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+8.33%
Peer Avg (YTD)
+6.73%
vs Peers
+1.61%

GAITX Mutual Fund Performance

GAITX performance across multiple time periods: 1-month 0.43%, YTD 8.33%, 1-year 17.02%, 3-year 15.71%, 5-year 7.47%, 10-year 9.55%.

GAITX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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