GCVAX Mutual Fund

GCVAX Mutual Fund

NAV$28.31
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Returns Overview

1 Month
+1.13%
3 Months
+7.68%
6 Months
+12.47%
YTD
+18.81%
1 Year
+25.69%
3 Years (annualized)
+18.94%
5 Years (annualized)
+11.32%
10 Years (annualized)
+11.33%

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)
+18.81%
Peer Avg (YTD)
+12.44%
vs Peers
+6.37%

GCVAX Mutual Fund Performance

GCVAX performance across multiple time periods: 1-month 1.13%, YTD 18.81%, 1-year 25.69%, 3-year 18.94%, 5-year 11.32%, 10-year 11.33%.

GCVAX returns outperform the peer average of 12.44% 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.