GTAIX Mutual Fund

GTAIX Mutual Fund

NAV$12.86
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Returns Overview

1 Month
+0.85%
3 Months
+1.84%
6 Months
+7.90%
YTD
+13.13%
1 Year
+18.57%
3 Years (annualized)
+14.01%
5 Years (annualized)
+6.89%

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
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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)
+13.13%
Peer Avg (YTD)
+6.69%
vs Peers
+6.44%

GTAIX Mutual Fund Performance

GTAIX performance across multiple time periods: 1-month 0.85%, YTD 13.13%, 1-year 18.57%, 3-year 14.01%, 5-year 6.89%.

GTAIX returns outperform the peer average of 6.69% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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