GCGRX Mutual Fund

GCGRX Mutual Fund

NAV$7.23
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Returns Overview

1 Month
+0.14%
3 Months
-0.96%
6 Months
+3.29%
YTD
+4.33%
1 Year
+10.63%
3 Years (annualized)
+3.41%
5 Years (annualized)
+10.78%
10 Years (annualized)
+10.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GCGRX 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)
+4.33%
Peer Avg (YTD)
+15.00%
vs Peers
-10.67%

GCGRX Mutual Fund Performance

GCGRX performance across multiple time periods: 1-month 0.14%, YTD 4.33%, 1-year 10.63%, 3-year 3.41%, 5-year 10.78%, 10-year 10.71%.

GCGRX returns trail the peer average of 15.00% YTD. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

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