GCPNX Mutual Fund

NAV$23.94

Returns Overview

1 Month
+0.83%
3 Months
+9.46%
6 Months
+6.22%
YTD
+6.22%
1 Year
+17.94%
3 Years (annualized)
+13.99%
5 Years (annualized)
+9.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GCPNX 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)
+6.22%
Peer Avg (YTD)
+3.47%
vs Peers
+2.75%

GCPNX Mutual Fund Performance

GCPNX performance across multiple time periods: 1-month 0.83%, YTD 6.22%, 1-year 17.94%, 3-year 13.99%, 5-year 9.60%.

GCPNX returns outperform the peer average of 3.47% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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