GBCIX Mutual Fund

GBCIX Mutual Fund

NAV$20.58
See how much of GBCIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.14%
3 Months
+2.28%
6 Months
+6.15%
YTD
+14.05%
1 Year
+19.06%
3 Years (annualized)
+19.61%
5 Years (annualized)
+8.65%
10 Years (annualized)
+10.37%

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
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 Large Cap Value Funds Index(^LLCVFI)
This Mutual Fund (YTD)
+14.05%
Peer Avg (YTD)
+14.61%
vs Peers
-0.56%

GBCIX Mutual Fund Performance

GBCIX performance across multiple time periods: 1-month 4.14%, YTD 14.05%, 1-year 19.06%, 3-year 19.61%, 5-year 8.65%, 10-year 10.37%.

GBCIX returns trail the peer average of 14.61% 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.