GMCUX Mutual Fund

GMCUX Mutual Fund

NAV$19.83
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Returns Overview

1 Month
-4.62%
3 Months
+3.24%
6 Months
+11.87%
YTD
+16.78%
1 Year
+23.83%
3 Years (annualized)
+11.53%
5 Years (annualized)
+7.28%
10 Years (annualized)
+9.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMCUX 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 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+16.78%
Peer Avg (YTD)
+9.54%
vs Peers
+7.24%

GMCUX Mutual Fund Performance

GMCUX performance across multiple time periods: 1-month -4.62%, YTD 16.78%, 1-year 23.83%, 3-year 11.53%, 5-year 7.28%, 10-year 9.55%.

GMCUX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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