GCVAX Mutual Fund

GCVAX Mutual Fund

NAV$29.32
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Returns Overview

1 Month
+3.93%
3 Months
+8.53%
6 Months
+12.28%
YTD
+17.47%
1 Year
+29.82%
3 Years (annualized)
+17.31%
5 Years (annualized)
+11.58%
10 Years (annualized)
+11.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GCVAX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+17.47%
Peer Avg (YTD)
+11.41%
vs Peers
+6.06%

GCVAX Mutual Fund Performance

GCVAX performance across multiple time periods: 1-month 3.93%, YTD 17.47%, 1-year 29.82%, 3-year 17.31%, 5-year 11.58%, 10-year 11.32%.

GCVAX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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