GCEPX Mutual Fund

GCEPX Mutual Fund

NAV$12.47
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Returns Overview

1 Month
-0.75%
3 Months
-4.50%
6 Months
-14.44%
YTD
+4.07%
1 Year
+7.01%
3 Years (annualized)
+15.39%
5 Years (annualized)
-0.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GCEPX 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
Eagle Global Renewables Infrastructure Index
This Mutual Fund (YTD)
+4.07%
Peer Avg (YTD)
+6.38%
vs Peers
-2.30%

GCEPX Mutual Fund Performance

GCEPX performance across multiple time periods: 1-month -0.75%, YTD 4.07%, 1-year 7.01%, 3-year 15.39%, 5-year -0.97%.

GCEPX returns trail the peer average of 6.38% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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