GLDCX Mutual Fund

NAV$43.56

Returns Overview

1 Month
-15.30%
3 Months
-16.70%
6 Months
-11.95%
YTD
-10.72%
1 Year
+50.87%
3 Years (annualized)
+40.59%
5 Years (annualized)
+19.45%
10 Years (annualized)
+10.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GLDCX 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
Philadelphia Gold & Silver (XAU) Index
This Mutual Fund (YTD)
-10.72%
Peer Avg (YTD)
-2.18%
vs Peers
-8.53%

GLDCX Mutual Fund Performance

GLDCX performance across multiple time periods: 1-month -15.30%, YTD -10.72%, 1-year 50.87%, 3-year 40.59%, 5-year 19.45%, 10-year 10.86%.

GLDCX returns trail the peer average of -2.18% YTD. With an expense ratio of 2.19%, investors should weigh costs against performance when evaluating this mutual fund.

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