GBCAX Mutual Fund

NAV$19.88

Returns Overview

1 Month
+0.25%
3 Months
+5.12%
6 Months
+7.32%
YTD
+6.38%
1 Year
+17.49%
3 Years (annualized)
+12.89%
5 Years (annualized)
+7.11%
10 Years (annualized)
+9.28%

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
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
Lipper Large Cap Value Funds Index(^LLCVFI)
This Mutual Fund (YTD)
+6.38%
Peer Avg (YTD)
+9.49%
vs Peers
-3.11%

GBCAX Mutual Fund Performance

GBCAX performance across multiple time periods: 1-month 0.25%, YTD 6.38%, 1-year 17.49%, 3-year 12.89%, 5-year 7.11%, 10-year 9.28%.

GBCAX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.94%, investors should weigh costs against performance when evaluating this mutual fund.

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