GCBLX Mutual Fund

GCBLX Mutual Fund

NAV$37.89
See how much of GCBLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.93%
3 Months
+0.53%
6 Months
+6.76%
YTD
+7.52%
1 Year
+9.73%
3 Years (annualized)
+10.30%
5 Years (annualized)
+4.19%
10 Years (annualized)
+8.02%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Balanced Fund Index
This Mutual Fund (YTD)
+7.52%
Peer Avg (YTD)
+6.28%
vs Peers
+1.23%

GCBLX Mutual Fund Performance

GCBLX performance across multiple time periods: 1-month 0.93%, YTD 7.52%, 1-year 9.73%, 3-year 10.30%, 5-year 4.19%, 10-year 8.02%.

GCBLX returns outperform the peer average of 6.28% 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.