GBDCX Mutual Fund

GBDCX Mutual Fund

NAV$8.10
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Returns Overview

1 Month
+0.12%
3 Months
-0.61%
6 Months
-2.19%
YTD
-1.60%
1 Year
+0.87%
3 Years (annualized)
-4.95%
5 Years (annualized)
-1.78%
10 Years (annualized)
-0.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GBDCX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.60%
Peer Avg (YTD)
+1.28%
vs Peers
-2.87%

GBDCX Mutual Fund Performance

GBDCX performance across multiple time periods: 1-month 0.12%, YTD -1.60%, 1-year 0.87%, 3-year -4.95%, 5-year -1.78%, 10-year -0.01%.

GBDCX returns trail the peer average of 1.28% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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