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Quantitative U.S. Long/Short Equity Portfolio (GTAPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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13.59+0.01 (+0.07%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.22%
5-Year Average Return4.66%
Number of Years Up12
Number of Years Down5
Best 1 Yr Total Return (May 2, 2024)17.72%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return17.72%
Worst 3-Yr Total Return-3.65%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnGTAPXCategory
YTD3.99%9.18%
1-Month-1.39%-0.20%
3-Month1.83%3.85%
1-Year8.07%22.90%
3-Year7.13%7.45%
5-Year4.67%7.00%
10-Year3.57%4.81%
Last Bull Market4.37%11.80%
Last Bear Market-1.24%-12.04%

Annual Total Return (%) History

Year
GTAPXCategory
2024
N/AN/A
2023
4.44%N/A
2022
3.16%N/A
2021
17.72%N/A
2020
-5.16%7.89%
2019
3.26%11.90%
2018
-8.65%-6.29%
2017
8.78%11.18%
2016
6.63%2.34%
2015
0.27%-2.02%
2014
5.01%2.92%
2013
13.80%14.62%
2012
7.08%5.15%
2011
2.66%-2.81%
2010
3.61%4.13%
2009
-0.12%10.46%
2008
-12.13%-15.40%
2007
-0.83%4.42%
2006
N/A7.23%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.46%N/AN/AN/A
20231.14%1.70%2.82%-1.25%
20220.37%-1.24%-1.33%5.48%
20217.00%2.34%2.37%5.01%
2020-16.64%8.46%0.45%4.42%
20192.26%-0.77%-0.98%2.77%
20180.23%-1.53%0.47%-7.88%
20171.04%1.98%2.75%2.75%
20162.56%-1.71%0.35%5.41%
20150.73%-0.86%-1.55%1.99%
20141.04%0.71%-1.76%5.05%
20134.77%2.36%2.74%3.29%
20126.13%-2.02%1.88%1.07%
20113.33%1.74%-5.86%3.73%
20101.94%-5.47%4.78%2.62%
2009-8.11%4.08%4.43%0.00%
2008-2.43%-0.45%-5.69%-4.08%
20072.44%1.22%-4.57%0.22%
2006-1.03%N/AN/AN/A

Rank In Category (By Total Return)

YTD56
1-Month21
3-Month65
1-Year70
3-Year26
5-Year66

Load Adjusted Returns

1-Year8.07%
3-Year7.13%
5-Year4.67%
10-Year3.57%