GBATX Mutual Fund

GBATX Mutual Fund

NAV$20.12
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Returns Overview

1 Month
-1.14%
3 Months
+2.64%
6 Months
+10.78%
YTD
+14.14%
1 Year
+21.92%
3 Years (annualized)
+17.93%
5 Years (annualized)
+9.90%
10 Years (annualized)
+9.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GBATX 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
GMO Strategic Opportunities Allocation Index
This Mutual Fund (YTD)
+14.14%
Peer Avg (YTD)
+4.96%
vs Peers
+9.18%

GBATX Mutual Fund Performance

GBATX performance across multiple time periods: 1-month -1.14%, YTD 14.14%, 1-year 21.92%, 3-year 17.93%, 5-year 9.90%, 10-year 9.15%.

GBATX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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