GCMAX Mutual Fund

GCMAX Mutual Fund

NAV$38.93
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Returns Overview

1 Month
-4.26%
3 Months
-3.66%
6 Months
+9.39%
YTD
+10.12%
1 Year
+12.84%
3 Years (annualized)
+16.58%
5 Years (annualized)
+9.71%
10 Years (annualized)
+11.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GCMAX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+10.12%
Peer Avg (YTD)
+6.72%
vs Peers
+3.39%

GCMAX Mutual Fund Performance

GCMAX performance across multiple time periods: 1-month -4.26%, YTD 10.12%, 1-year 12.84%, 3-year 16.58%, 5-year 9.71%, 10-year 11.06%.

GCMAX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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