GILCX Mutual Fund

GILCX Mutual Fund

NAV$47.12
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Returns Overview

1 Month
+2.84%
3 Months
+1.84%
6 Months
+5.76%
YTD
+9.81%
1 Year
+12.25%
3 Years (annualized)
+12.07%
5 Years (annualized)
+3.48%
10 Years (annualized)
+4.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GILCX 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)
+9.81%
Peer Avg (YTD)
+12.44%
vs Peers
-2.63%

GILCX Mutual Fund Performance

GILCX performance across multiple time periods: 1-month 2.84%, YTD 9.81%, 1-year 12.25%, 3-year 12.07%, 5-year 3.48%, 10-year 4.00%.

GILCX returns trail the peer average of 12.44% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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