GBCCX Mutual Fund

GBCCX Mutual Fund

NAV$16.87
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Returns Overview

1 Month
+3.22%
3 Months
+3.31%
6 Months
+6.38%
YTD
+9.39%
1 Year
+19.92%
3 Years (annualized)
+12.01%
5 Years (annualized)
+6.50%
10 Years (annualized)
+8.18%

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)
+9.39%
Peer Avg (YTD)
+11.41%
vs Peers
-2.03%

GBCCX Mutual Fund Performance

GBCCX performance across multiple time periods: 1-month 3.22%, YTD 9.39%, 1-year 19.92%, 3-year 12.01%, 5-year 6.50%, 10-year 8.18%.

GBCCX returns trail the peer average of 11.41% 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.