GFCIX Mutual Fund

NAV$35.35

Returns Overview

1 Month
+0.14%
3 Months
+4.30%
6 Months
+7.04%
YTD
+18.67%
1 Year
+30.51%
3 Years (annualized)
+6.08%
5 Years (annualized)
+9.18%
10 Years (annualized)
+6.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GFCIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+18.67%
Peer Avg (YTD)
+13.69%
vs Peers
+4.98%

GFCIX Mutual Fund Performance

GFCIX performance across multiple time periods: 1-month 0.14%, YTD 18.67%, 1-year 30.51%, 3-year 6.08%, 5-year 9.18%, 10-year 6.66%.

GFCIX returns outperform the peer average of 13.69% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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