GATAX Mutual Fund

GATAX Mutual Fund

NAV$52.46
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Returns Overview

1 Month
-0.57%
3 Months
+2.45%
6 Months
+4.93%
YTD
+9.05%
1 Year
+18.90%
3 Years (annualized)
+11.75%
5 Years (annualized)
+7.03%
10 Years (annualized)
+8.76%

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
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📉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)
+9.05%
Peer Avg (YTD)
+9.41%
vs Peers
-0.36%

GATAX Mutual Fund Performance

GATAX performance across multiple time periods: 1-month -0.57%, YTD 9.05%, 1-year 18.90%, 3-year 11.75%, 5-year 7.03%, 10-year 8.76%.

GATAX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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