GBCIX Mutual Fund

GBCIX Mutual Fund

NAV$19.71
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Returns Overview

1 Month
+2.45%
3 Months
+6.27%
6 Months
+5.93%
YTD
+13.22%
1 Year
+21.53%
3 Years (annualized)
+16.74%
5 Years (annualized)
+8.55%
10 Years (annualized)
+10.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GBCIX 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
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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)
+13.22%
Peer Avg (YTD)
+12.44%
vs Peers
+0.78%

GBCIX Mutual Fund Performance

GBCIX performance across multiple time periods: 1-month 2.45%, YTD 13.22%, 1-year 21.53%, 3-year 16.74%, 5-year 8.55%, 10-year 10.23%.

GBCIX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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