GCMUX Mutual Fund

GCMUX Mutual Fund

NAV$42.25

Returns Overview

1 Month
+3.79%
3 Months
+13.65%
6 Months
+15.95%
YTD
+14.48%
1 Year
+22.90%
3 Years (annualized)
+16.07%
5 Years (annualized)
+10.60%
10 Years (annualized)
+11.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GCMUX 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)
+14.48%
Peer Avg (YTD)
+10.82%
vs Peers
+3.66%

GCMUX Mutual Fund Performance

GCMUX performance across multiple time periods: 1-month 3.79%, YTD 14.48%, 1-year 22.90%, 3-year 16.07%, 5-year 10.60%, 10-year 11.70%.

GCMUX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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