GBCCX Mutual Fund

NAV$16.47

Returns Overview

1 Month
+0.18%
3 Months
+4.90%
6 Months
+6.90%
YTD
+5.97%
1 Year
+16.58%
3 Years (annualized)
+16.47%
5 Years (annualized)
+11.21%
10 Years (annualized)
+11.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GBCCX 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)
+5.97%
Peer Avg (YTD)
+9.49%
vs Peers
-3.52%

GBCCX Mutual Fund Performance

GBCCX performance across multiple time periods: 1-month 0.18%, YTD 5.97%, 1-year 16.58%, 3-year 16.47%, 5-year 11.21%, 10-year 11.29%.

GBCCX returns trail the peer average of 9.49% YTD. With an expense ratio of 2.69%, investors should weigh costs against performance when evaluating this mutual fund.

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