GCVUX Mutual Fund

GCVUX Mutual Fund

NAV$28.76
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Returns Overview

1 Month
-3.69%
3 Months
+1.32%
6 Months
+14.33%
YTD
+13.67%
1 Year
+19.39%
3 Years (annualized)
+23.61%
5 Years (annualized)
+14.10%
10 Years (annualized)
+13.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GCVUX 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
PROUpgrade to run
🏦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)
+13.67%
Peer Avg (YTD)
+10.00%
vs Peers
+3.67%

GCVUX Mutual Fund Performance

GCVUX performance across multiple time periods: 1-month -3.69%, YTD 13.67%, 1-year 19.39%, 3-year 23.61%, 5-year 14.10%, 10-year 13.00%.

GCVUX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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