GTAAX Mutual Fund

GTAAX Mutual Fund

NAV$13.02
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Returns Overview

1 Month
-1.45%
3 Months
+3.48%
6 Months
+8.77%
YTD
+12.06%
1 Year
+18.90%
3 Years (annualized)
+13.09%
5 Years (annualized)
+6.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GTAAX 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
HFRU Hedge Fund Composite USD Index(^HFRUHFCUSDI)
This Mutual Fund (YTD)
+12.06%
Peer Avg (YTD)
+5.79%
vs Peers
+6.26%

GTAAX Mutual Fund Performance

GTAAX performance across multiple time periods: 1-month -1.45%, YTD 12.06%, 1-year 18.90%, 3-year 13.09%, 5-year 6.67%.

GTAAX returns outperform the peer average of 5.79% YTD. With an expense ratio of 2.72%, investors should weigh costs against performance when evaluating this mutual fund.

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