GCBLX Mutual Fund

GCBLX Mutual Fund

NAV$37.96
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Returns Overview

1 Month
-1.16%
3 Months
-0.56%
6 Months
+9.97%
YTD
+6.27%
1 Year
+6.93%
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
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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)
+6.27%
Peer Avg (YTD)
+4.96%
vs Peers
+1.30%

GCBLX Mutual Fund Performance

GCBLX performance across multiple time periods: 1-month -1.16%, YTD 6.27%, 1-year 6.93%, 3-year 10.30%, 5-year 4.19%, 10-year 8.02%.

GCBLX returns outperform the peer average of 4.96% 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.