GATCX Mutual Fund

GATCX Mutual Fund

NAV$44.91
See how much of GATCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.50%
3 Months
-0.38%
6 Months
+1.85%
YTD
+8.17%
1 Year
+12.41%
3 Years (annualized)
+15.40%
5 Years (annualized)
+6.12%
10 Years (annualized)
+9.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GATCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.17%
Peer Avg (YTD)
+9.28%
vs Peers
-1.11%

GATCX Mutual Fund Performance

GATCX performance across multiple time periods: 1-month 1.50%, YTD 8.17%, 1-year 12.41%, 3-year 15.40%, 5-year 6.12%, 10-year 9.09%.

GATCX returns trail the peer average of 9.28% YTD. With an expense ratio of 2.10%, investors should weigh costs against performance when evaluating this mutual fund.

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