GCFRX Mutual Fund

NAV$10.31

Returns Overview

1 Month
+0.17%
3 Months
+3.70%
6 Months
+3.09%
YTD
+2.99%
1 Year
+6.99%
3 Years (annualized)
+6.13%
5 Years (annualized)
+1.94%
10 Years (annualized)
+3.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GCFRX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MORNINGSTAR CONSERVATIVE TARGET RISK INDEX(^MORNINGSTARCONSERVA)
This Mutual Fund (YTD)
+2.99%
Peer Avg (YTD)
+4.14%
vs Peers
-1.15%

GCFRX Mutual Fund Performance

GCFRX performance across multiple time periods: 1-month 0.17%, YTD 2.99%, 1-year 6.99%, 3-year 6.13%, 5-year 1.94%, 10-year 3.28%.

GCFRX returns trail the peer average of 4.14% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

GCFRX performance comparison shows side-by-side returns with another fund. GCFRX alternatives are available in the Mutual Fund Screener.