GACCX Mutual Fund

GACCX Mutual Fund

NAV$30.82
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Returns Overview

1 Month
-4.49%
3 Months
+0.20%
6 Months
+6.03%
YTD
+4.55%
1 Year
+6.65%
3 Years (annualized)
+12.88%
5 Years (annualized)
+5.31%
10 Years (annualized)
+6.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GACCX 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
ICE Bank of America Merrill Lynch Global 300 Convertible Index(^IBMLG300C)
This Mutual Fund (YTD)
+4.55%
Peer Avg (YTD)
+4.96%
vs Peers
-0.41%

GACCX Mutual Fund Performance

GACCX performance across multiple time periods: 1-month -4.49%, YTD 4.55%, 1-year 6.65%, 3-year 12.88%, 5-year 5.31%, 10-year 6.93%.

GACCX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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