GAOTX Mutual Fund

GAOTX Mutual Fund

NAV$20.90
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Returns Overview

1 Month
-2.25%
3 Months
-2.11%
6 Months
-0.64%
YTD
+2.25%
1 Year
+11.34%
3 Years (annualized)
+17.10%
5 Years (annualized)
+8.26%
10 Years (annualized)
+6.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GAOTX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Global Aggregate (USD Unhedged(^BBGAUSUNH)
This Mutual Fund (YTD)
+2.25%
Peer Avg (YTD)
+5.30%
vs Peers
-3.05%

GAOTX Mutual Fund Performance

GAOTX performance across multiple time periods: 1-month -2.25%, YTD 2.25%, 1-year 11.34%, 3-year 17.10%, 5-year 8.26%, 10-year 6.53%.

GAOTX returns trail the peer average of 5.30% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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