GLDCX Mutual Fund

GLDCX Mutual Fund

NAV$48.92
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Returns Overview

1 Month
-2.08%
3 Months
-16.29%
6 Months
-22.54%
YTD
-13.76%
1 Year
+52.99%
3 Years (annualized)
+38.35%
5 Years (annualized)
+18.22%
10 Years (annualized)
+9.50%

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
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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
Philadelphia Gold & Silver (XAU) Index
This Mutual Fund (YTD)
-13.76%
Peer Avg (YTD)
-3.00%
vs Peers
-10.76%

GLDCX Mutual Fund Performance

GLDCX performance across multiple time periods: 1-month -2.08%, YTD -13.76%, 1-year 52.99%, 3-year 38.35%, 5-year 18.22%, 10-year 9.50%.

GLDCX returns trail the peer average of -3.00% YTD. With an expense ratio of 2.19%, investors should weigh costs against performance when evaluating this mutual fund.

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