GCVRX Mutual Fund

GCVRX Mutual Fund

NAV$28.51
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Returns Overview

1 Month
-3.73%
3 Months
+1.14%
6 Months
+13.98%
YTD
+13.15%
1 Year
+18.99%
3 Years (annualized)
+23.04%
5 Years (annualized)
+13.48%
10 Years (annualized)
+12.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GCVRX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+13.15%
Peer Avg (YTD)
+10.00%
vs Peers
+3.15%

GCVRX Mutual Fund Performance

GCVRX performance across multiple time periods: 1-month -3.73%, YTD 13.15%, 1-year 18.99%, 3-year 23.04%, 5-year 13.48%, 10-year 12.33%.

GCVRX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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