GCBUX Mutual Fund

GCBUX Mutual Fund

NAV$38.15
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Returns Overview

1 Month
-0.29%
3 Months
+3.06%
6 Months
+5.82%
YTD
+6.68%
1 Year
+11.39%
3 Years (annualized)
+9.46%
5 Years (annualized)
+5.15%
10 Years (annualized)
+8.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GCBUX 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)
+6.68%
Peer Avg (YTD)
+5.54%
vs Peers
+1.14%

GCBUX Mutual Fund Performance

GCBUX performance across multiple time periods: 1-month -0.29%, YTD 6.68%, 1-year 11.39%, 3-year 9.46%, 5-year 5.15%, 10-year 8.18%.

GCBUX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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