GCBLX Mutual Fund

GCBLX Mutual Fund

NAV$38.00
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Returns Overview

1 Month
-0.32%
3 Months
+3.00%
6 Months
+5.69%
YTD
+6.52%
1 Year
+11.08%
3 Years (annualized)
+9.14%
5 Years (annualized)
+4.40%
10 Years (annualized)
+7.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GCBLX 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 Balanced Fund Index
This Mutual Fund (YTD)
+6.52%
Peer Avg (YTD)
+5.54%
vs Peers
+0.99%

GCBLX Mutual Fund Performance

GCBLX performance across multiple time periods: 1-month -0.32%, YTD 6.52%, 1-year 11.08%, 3-year 9.14%, 5-year 4.40%, 10-year 7.99%.

GCBLX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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