GLDCX Mutual Fund

GLDCX Mutual Fund

NAV$42.15
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Returns Overview

1 Month
-9.98%
3 Months
+18.38%
6 Months
-1.41%
YTD
+5.69%
1 Year
+26.54%
3 Years (annualized)
+54.57%
5 Years (annualized)
+26.88%
10 Years (annualized)
+14.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GLDCX 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
Philadelphia Gold & Silver (XAU) Index
This Mutual Fund (YTD)
+5.69%
Peer Avg (YTD)
+7.76%
vs Peers
-2.07%

GLDCX Mutual Fund Performance

GLDCX performance across multiple time periods: 1-month -9.98%, YTD 5.69%, 1-year 26.54%, 3-year 54.57%, 5-year 26.88%, 10-year 14.41%.

GLDCX returns trail the peer average of 7.76% YTD. With an expense ratio of 2.19%, investors should weigh costs against performance when evaluating this mutual fund.

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