GATCX Mutual Fund

GATCX Mutual Fund

NAV$43.42
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Returns Overview

1 Month
-3.79%
3 Months
-2.47%
6 Months
+6.23%
YTD
+6.57%
1 Year
+10.47%
3 Years (annualized)
+12.57%
5 Years (annualized)
+10.38%
10 Years (annualized)
+12.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GATCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.57%
Peer Avg (YTD)
+9.98%
vs Peers
-3.41%

GATCX Mutual Fund Performance

GATCX performance across multiple time periods: 1-month -3.79%, YTD 6.57%, 1-year 10.47%, 3-year 12.57%, 5-year 10.38%, 10-year 12.40%.

GATCX returns trail the peer average of 9.98% YTD. With an expense ratio of 2.10%, investors should weigh costs against performance when evaluating this mutual fund.

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