GCEQX Mutual Fund

GCEQX Mutual Fund

NAV$110.15
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Returns Overview

1 Month
-2.60%
3 Months
+1.39%
6 Months
+5.59%
YTD
+10.15%
1 Year
+9.70%
3 Years (annualized)
+21.78%
5 Years (annualized)
+9.50%
10 Years (annualized)
+14.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GCEQX 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)
+10.15%
Peer Avg (YTD)
+5.23%
vs Peers
+4.92%

GCEQX Mutual Fund Performance

GCEQX performance across multiple time periods: 1-month -2.60%, YTD 10.15%, 1-year 9.70%, 3-year 21.78%, 5-year 9.50%, 10-year 14.62%.

GCEQX returns outperform the peer average of 5.23% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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