GCPAX Mutual Fund

NAV$23.74

Returns Overview

1 Month
+0.80%
3 Months
+9.36%
6 Months
+6.06%
YTD
+6.06%
1 Year
+17.54%
3 Years (annualized)
+13.64%
5 Years (annualized)
+9.28%
10 Years (annualized)
+9.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GCPAX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Cboe S&P 500 BuyWrite Index(BXMD)
This Mutual Fund (YTD)
+6.06%
Peer Avg (YTD)
+3.47%
vs Peers
+2.58%

GCPAX Mutual Fund Performance

GCPAX performance across multiple time periods: 1-month 0.80%, YTD 6.06%, 1-year 17.54%, 3-year 13.64%, 5-year 9.28%, 10-year 9.29%.

GCPAX returns outperform the peer average of 3.47% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

GCPAX performance comparison shows side-by-side returns with another fund. GCPAX alternatives are available in the Mutual Fund Screener.