GCMRX Mutual Fund

GCMRX Mutual Fund

NAV$38.09
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Returns Overview

1 Month
+1.05%
3 Months
+6.26%
6 Months
+12.50%
YTD
+16.81%
1 Year
+21.05%
3 Years (annualized)
+13.07%
5 Years (annualized)
+9.23%
10 Years (annualized)
+10.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GCMRX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+16.81%
Peer Avg (YTD)
+9.54%
vs Peers
+7.27%

GCMRX Mutual Fund Performance

GCMRX performance across multiple time periods: 1-month 1.05%, YTD 16.81%, 1-year 21.05%, 3-year 13.07%, 5-year 9.23%, 10-year 10.84%.

GCMRX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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