GCSVX Mutual Fund

NAV$9.17

Returns Overview

1 Month
+3.00%
3 Months
+8.80%
6 Months
+1.20%
YTD
+1.31%
1 Year
-3.55%
3 Years (annualized)
+4.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GCSVX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+1.31%
Peer Avg (YTD)
+10.82%
vs Peers
-9.50%

GCSVX Mutual Fund Performance

GCSVX performance across multiple time periods: 1-month 3.00%, YTD 1.31%, 1-year -3.55%, 3-year 4.38%.

GCSVX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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