GTAPX Mutual Fund

GTAPX Mutual Fund

NAV$14.07
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Returns Overview

1 Month
+5.78%
3 Months
+4.76%
6 Months
+7.47%
YTD
+9.89%
1 Year
+18.30%
3 Years (annualized)
+11.98%
5 Years (annualized)
+9.98%
10 Years (annualized)
+5.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GTAPX 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
Bloomberg US Treasury Bellwethers 3 Month Index(^BBGUSTRBEW3MI)
This Mutual Fund (YTD)
+9.89%
Peer Avg (YTD)
+2.39%
vs Peers
+7.50%

GTAPX Mutual Fund Performance

GTAPX performance across multiple time periods: 1-month 5.78%, YTD 9.89%, 1-year 18.30%, 3-year 11.98%, 5-year 9.98%, 10-year 5.24%.

GTAPX returns outperform the peer average of 2.39% YTD. With an expense ratio of 2.52%, investors should weigh costs against performance when evaluating this mutual fund.

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