GBMBX Mutual Fund

GBMBX Mutual Fund

NAV$34.20
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Returns Overview

1 Month
-1.53%
3 Months
+2.87%
6 Months
+6.53%
YTD
+11.84%
1 Year
+19.52%
3 Years (annualized)
+15.94%
5 Years (annualized)
+10.03%
10 Years (annualized)
+6.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GBMBX 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
Consumer Price Index(^CPI)
This Mutual Fund (YTD)
+11.84%
Peer Avg (YTD)
+4.96%
vs Peers
+6.87%

GBMBX Mutual Fund Performance

GBMBX performance across multiple time periods: 1-month -1.53%, YTD 11.84%, 1-year 19.52%, 3-year 15.94%, 5-year 10.03%, 10-year 6.90%.

GBMBX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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