GILCX Mutual Fund

GILCX Mutual Fund

NAV$47.09
See how much of GILCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.52%
3 Months
+3.85%
6 Months
+6.26%
YTD
+7.82%
1 Year
+18.16%
3 Years (annualized)
+12.05%
5 Years (annualized)
+10.04%
10 Years (annualized)
+10.74%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+7.82%
Peer Avg (YTD)
+11.41%
vs Peers
-3.59%

GILCX Mutual Fund Performance

GILCX performance across multiple time periods: 1-month 1.52%, YTD 7.82%, 1-year 18.16%, 3-year 12.05%, 5-year 10.04%, 10-year 10.74%.

GILCX returns trail the peer average of 11.41% 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.