GBIUX Mutual Fund

GBIUX Mutual Fund

NAV$11.05
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Returns Overview

1 Month
-1.66%
3 Months
-2.52%
6 Months
-0.96%
YTD
-1.36%
1 Year
-0.38%
3 Years (annualized)
+4.36%
5 Years (annualized)
+0.27%
10 Years (annualized)
+1.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GBIUX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
-1.36%
Peer Avg (YTD)
-1.59%
vs Peers
+0.22%

GBIUX Mutual Fund Performance

GBIUX performance across multiple time periods: 1-month -1.66%, YTD -1.36%, 1-year -0.38%, 3-year 4.36%, 5-year 0.27%, 10-year 1.88%.

GBIUX returns outperform the peer average of -1.59% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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