GBCIX Mutual Fund

GBCIX Mutual Fund

NAV$20.47
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Returns Overview

1 Month
+3.38%
3 Months
+3.79%
6 Months
+7.33%
YTD
+10.51%
1 Year
+22.07%
3 Years (annualized)
+13.99%
5 Years (annualized)
+8.39%
10 Years (annualized)
+10.07%

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
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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)
+10.51%
Peer Avg (YTD)
+11.41%
vs Peers
-0.90%

GBCIX Mutual Fund Performance

GBCIX performance across multiple time periods: 1-month 3.38%, YTD 10.51%, 1-year 22.07%, 3-year 13.99%, 5-year 8.39%, 10-year 10.07%.

GBCIX returns trail the peer average of 11.41% 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.