GATCX Mutual Fund

NAV$45.33

Returns Overview

1 Month
+3.40%
3 Months
+8.93%
6 Months
+10.11%
YTD
+9.28%
1 Year
+19.66%
3 Years (annualized)
+11.97%
5 Years (annualized)
+10.50%
10 Years (annualized)
+12.54%

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
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.28%
Peer Avg (YTD)
+9.51%
vs Peers
-0.23%

GATCX Mutual Fund Performance

GATCX performance across multiple time periods: 1-month 3.40%, YTD 9.28%, 1-year 19.66%, 3-year 11.97%, 5-year 10.50%, 10-year 12.54%.

GATCX returns trail the peer average of 9.51% YTD. With an expense ratio of 2.10%, investors should weigh costs against performance when evaluating this mutual fund.

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