GCBUX Mutual Fund

GCBUX Mutual Fund

NAV$37.82
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Returns Overview

1 Month
-1.16%
3 Months
-0.48%
6 Months
+10.11%
YTD
+6.48%
1 Year
+7.22%
3 Years (annualized)
+10.63%
5 Years (annualized)
+4.51%
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)
+6.48%
Peer Avg (YTD)
+4.96%
vs Peers
+1.52%

GCBUX Mutual Fund Performance

GCBUX performance across multiple time periods: 1-month -1.16%, YTD 6.48%, 1-year 7.22%, 3-year 10.63%, 5-year 4.51%, 10-year 8.18%.

GCBUX returns outperform the peer average of 4.96% 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.