GBCAX Mutual Fund

GBCAX Mutual Fund

NAV$20.16
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Returns Overview

1 Month
+3.29%
3 Months
+3.52%
6 Months
+6.79%
YTD
+9.87%
1 Year
+20.84%
3 Years (annualized)
+12.84%
5 Years (annualized)
+7.67%
10 Years (annualized)
+9.17%

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)
+9.87%
Peer Avg (YTD)
+11.41%
vs Peers
-1.54%

GBCAX Mutual Fund Performance

GBCAX performance across multiple time periods: 1-month 3.29%, YTD 9.87%, 1-year 20.84%, 3-year 12.84%, 5-year 7.67%, 10-year 9.17%.

GBCAX returns trail the peer average of 11.41% 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.