GTAIX Mutual Fund

NAV$13.05

Returns Overview

1 Month
+2.47%
3 Months
+11.23%
6 Months
+14.83%
YTD
+13.83%
1 Year
+22.04%
3 Years (annualized)
+14.94%
5 Years (annualized)
+7.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GTAIX 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
HFRU Hedge Fund Composite USD Index(^HFRUHFCUSDI)
This Mutual Fund (YTD)
+13.83%
Peer Avg (YTD)
+5.93%
vs Peers
+7.90%

GTAIX Mutual Fund Performance

GTAIX performance across multiple time periods: 1-month 2.47%, YTD 13.83%, 1-year 22.04%, 3-year 14.94%, 5-year 7.11%.

GTAIX returns outperform the peer average of 5.93% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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