GBCIX Mutual Fund

NAV$19.91

Returns Overview

1 Month
+0.34%
3 Months
+5.38%
6 Months
+7.85%
YTD
+6.90%
1 Year
+18.67%
3 Years (annualized)
+14.03%
5 Years (annualized)
+7.83%
10 Years (annualized)
+10.18%

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
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)
+6.90%
Peer Avg (YTD)
+9.49%
vs Peers
-2.59%

GBCIX Mutual Fund Performance

GBCIX performance across multiple time periods: 1-month 0.34%, YTD 6.90%, 1-year 18.67%, 3-year 14.03%, 5-year 7.83%, 10-year 10.18%.

GBCIX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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