GBCAX Mutual Fund

GBCAX Mutual Fund

NAV$20.31
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Returns Overview

1 Month
+4.05%
3 Months
+2.04%
6 Months
+5.62%
YTD
+12.09%
1 Year
+17.88%
3 Years (annualized)
+18.39%
5 Years (annualized)
+7.56%
10 Years (annualized)
+9.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GBCAX 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
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📉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
Lipper Large Cap Value Funds Index(^LLCVFI)
This Mutual Fund (YTD)
+12.09%
Peer Avg (YTD)
+12.44%
vs Peers
-0.34%

GBCAX Mutual Fund Performance

GBCAX performance across multiple time periods: 1-month 4.05%, YTD 12.09%, 1-year 17.88%, 3-year 18.39%, 5-year 7.56%, 10-year 9.27%.

GBCAX returns trail the peer average of 12.44% YTD. With an expense ratio of 1.94%, investors should weigh costs against performance when evaluating this mutual fund.

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