GATCX Mutual Fund

GATCX Mutual Fund

NAV$44.78
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Returns Overview

1 Month
-0.63%
3 Months
+2.25%
6 Months
+4.54%
YTD
+8.58%
1 Year
+18.01%
3 Years (annualized)
+10.91%
5 Years (annualized)
+6.23%
10 Years (annualized)
+8.76%

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
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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)
+8.58%
Peer Avg (YTD)
+9.41%
vs Peers
-0.83%

GATCX Mutual Fund Performance

GATCX performance across multiple time periods: 1-month -0.63%, YTD 8.58%, 1-year 18.01%, 3-year 10.91%, 5-year 6.23%, 10-year 8.76%.

GATCX returns trail the peer average of 9.41% 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.