GAOTX Mutual Fund

GAOTX Mutual Fund

NAV$21.52
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Returns Overview

1 Month
-1.78%
3 Months
-0.60%
6 Months
+8.12%
YTD
+4.60%
1 Year
+5.46%
3 Years (annualized)
+16.32%
5 Years (annualized)
+9.21%
10 Years (annualized)
+6.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GAOTX 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 Barclays Global Aggregate (USD Unhedged(^BBGAUSUNH)
This Mutual Fund (YTD)
+4.60%
Peer Avg (YTD)
+4.97%
vs Peers
-0.37%

GAOTX Mutual Fund Performance

GAOTX performance across multiple time periods: 1-month -1.78%, YTD 4.60%, 1-year 5.46%, 3-year 16.32%, 5-year 9.21%, 10-year 6.53%.

GAOTX returns trail the peer average of 4.97% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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