GBLCX Mutual Fund

NAV$42.58

Returns Overview

1 Month
+1.14%
3 Months
+1.99%
6 Months
+3.05%
YTD
+5.37%
1 Year
+12.33%
3 Years (annualized)
+10.93%
5 Years (annualized)
+5.00%
10 Years (annualized)
+6.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GBLCX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+5.37%
Peer Avg (YTD)
+5.87%
vs Peers
-0.50%

GBLCX Mutual Fund Performance

GBLCX performance across multiple time periods: 1-month 1.14%, YTD 5.37%, 1-year 12.33%, 3-year 10.93%, 5-year 5.00%, 10-year 6.11%.

GBLCX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

GBLCX performance comparison shows side-by-side returns with another fund. GBLCX alternatives are available in the Mutual Fund Screener.