GCAVX Mutual Fund

GCAVX Mutual Fund

NAV$26.57
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Returns Overview

1 Month
-0.06%
3 Months
+5.61%
6 Months
+14.05%
YTD
+20.39%
1 Year
+40.07%
3 Years (annualized)
+17.96%
5 Years (annualized)
+12.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GCAVX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P SmallCap 600 Pure Value(^SP600PV:SP)
This Mutual Fund (YTD)
+20.39%
Peer Avg (YTD)
+15.31%
vs Peers
+5.08%

GCAVX Mutual Fund Performance

GCAVX performance across multiple time periods: 1-month -0.06%, YTD 20.39%, 1-year 40.07%, 3-year 17.96%, 5-year 12.05%.

GCAVX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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