GCGVX Mutual Fund

GCGVX Mutual Fund

NAV$17.34
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Returns Overview

1 Month
-7.37%
3 Months
-7.06%
6 Months
-5.27%
YTD
-6.92%
1 Year
+3.61%
3 Years (annualized)
+5.66%
5 Years (annualized)
+14.40%
10 Years (annualized)
+9.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GCGVX 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)
-6.92%
Peer Avg (YTD)
-2.60%
vs Peers
-4.32%

GCGVX Mutual Fund Performance

GCGVX performance across multiple time periods: 1-month -7.37%, YTD -6.92%, 1-year 3.61%, 3-year 5.66%, 5-year 14.40%, 10-year 9.22%.

GCGVX returns trail the peer average of -2.60% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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