GATAX Mutual Fund

GATAX Mutual Fund

NAV$52.78
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Returns Overview

1 Month
+3.47%
3 Months
+9.14%
6 Months
+10.52%
YTD
+9.67%
1 Year
+20.56%
3 Years (annualized)
+10.06%
5 Years (annualized)
+5.81%
10 Years (annualized)
+9.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GATAX 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
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🏦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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.67%
Peer Avg (YTD)
+9.51%
vs Peers
+0.17%

GATAX Mutual Fund Performance

GATAX performance across multiple time periods: 1-month 3.47%, YTD 9.67%, 1-year 20.56%, 3-year 10.06%, 5-year 5.81%, 10-year 9.21%.

GATAX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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