GBCCX Mutual Fund

GBCCX Mutual Fund

NAV$16.96
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Returns Overview

1 Month
+3.98%
3 Months
+1.85%
6 Months
+5.20%
YTD
+11.40%
1 Year
+17.02%
3 Years (annualized)
+17.49%
5 Years (annualized)
+6.75%
10 Years (annualized)
+8.45%

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
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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)
+11.40%
Peer Avg (YTD)
+12.44%
vs Peers
-1.04%

GBCCX Mutual Fund Performance

GBCCX performance across multiple time periods: 1-month 3.98%, YTD 11.40%, 1-year 17.02%, 3-year 17.49%, 5-year 6.75%, 10-year 8.45%.

GBCCX returns trail the peer average of 12.44% YTD. With an expense ratio of 2.69%, investors should weigh costs against performance when evaluating this mutual fund.

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