GCPYX Mutual Fund

NAV$23.72

Returns Overview

1 Month
+0.77%
3 Months
+9.39%
6 Months
+6.15%
YTD
+6.15%
1 Year
+17.87%
3 Years (annualized)
+13.90%
5 Years (annualized)
+9.54%
10 Years (annualized)
+9.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GCPYX 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)
+6.15%
Peer Avg (YTD)
+3.47%
vs Peers
+2.67%

GCPYX Mutual Fund Performance

GCPYX performance across multiple time periods: 1-month 0.77%, YTD 6.15%, 1-year 17.87%, 3-year 13.90%, 5-year 9.54%, 10-year 9.56%.

GCPYX returns outperform the peer average of 3.47% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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