GTAAX Mutual Fund

NAV$13.04

Returns Overview

1 Month
+2.47%
3 Months
+11.11%
6 Months
+14.69%
YTD
+13.70%
1 Year
+21.82%
3 Years (annualized)
+14.67%
5 Years (annualized)
+6.84%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
HFRU Hedge Fund Composite USD Index(^HFRUHFCUSDI)
This Mutual Fund (YTD)
+13.70%
Peer Avg (YTD)
+5.93%
vs Peers
+7.77%

GTAAX Mutual Fund Performance

GTAAX performance across multiple time periods: 1-month 2.47%, YTD 13.70%, 1-year 21.82%, 3-year 14.67%, 5-year 6.84%.

GTAAX returns outperform the peer average of 5.93% YTD. With an expense ratio of 2.72%, investors should weigh costs against performance when evaluating this mutual fund.

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