GBMFX Mutual Fund

GBMFX Mutual Fund

NAV$34.19
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Returns Overview

1 Month
-1.53%
3 Months
+2.88%
6 Months
+6.51%
YTD
+11.78%
1 Year
+19.45%
3 Years (annualized)
+13.84%
5 Years (annualized)
+8.81%
10 Years (annualized)
+6.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GBMFX 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)
+11.78%
Peer Avg (YTD)
+4.96%
vs Peers
+6.82%

GBMFX Mutual Fund Performance

GBMFX performance across multiple time periods: 1-month -1.53%, YTD 11.78%, 1-year 19.45%, 3-year 13.84%, 5-year 8.81%, 10-year 6.28%.

GBMFX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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