GCMRX Mutual Fund

GCMRX Mutual Fund

NAV$36.62
See how much of GCMRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.45%
3 Months
+4.36%
6 Months
+7.02%
YTD
+16.28%
1 Year
+17.90%
3 Years (annualized)
+16.54%
5 Years (annualized)
+9.58%
10 Years (annualized)
+10.86%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+16.28%
Peer Avg (YTD)
+9.89%
vs Peers
+6.39%

GCMRX Mutual Fund Performance

GCMRX performance across multiple time periods: 1-month -0.45%, YTD 16.28%, 1-year 17.90%, 3-year 16.54%, 5-year 9.58%, 10-year 10.86%.

GCMRX returns outperform the peer average of 9.89% 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.