GTAPX Mutual Fund

NAV$13.97

Returns Overview

1 Month
-1.11%
3 Months
+1.05%
6 Months
+3.80%
YTD
+3.88%
1 Year
+12.09%
3 Years (annualized)
+7.36%
5 Years (annualized)
+7.13%
10 Years (annualized)
+4.75%

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
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
Bloomberg US Treasury Bellwethers 3 Month Index(^BBGUSTRBEW3MI)
This Mutual Fund (YTD)
+3.88%
Peer Avg (YTD)
+3.47%
vs Peers
+0.40%

GTAPX Mutual Fund Performance

GTAPX performance across multiple time periods: 1-month -1.11%, YTD 3.88%, 1-year 12.09%, 3-year 7.36%, 5-year 7.13%, 10-year 4.75%.

GTAPX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.52%, investors should weigh costs against performance when evaluating this mutual fund.

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