GBATX Mutual Fund

NAV$20.03

Returns Overview

1 Month
-0.89%
3 Months
+7.93%
6 Months
+12.01%
YTD
+11.21%
1 Year
+26.38%
3 Years (annualized)
+17.14%
5 Years (annualized)
+9.92%
10 Years (annualized)
+9.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GBATX 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

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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
GMO Strategic Opportunities Allocation Index
This Mutual Fund (YTD)
+11.21%
Peer Avg (YTD)
+5.87%
vs Peers
+5.34%

GBATX Mutual Fund Performance

GBATX performance across multiple time periods: 1-month -0.89%, YTD 11.21%, 1-year 26.38%, 3-year 17.14%, 5-year 9.92%, 10-year 9.68%.

GBATX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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