GBOAX Mutual Fund

GBOAX Mutual Fund

NAV$9.49
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Returns Overview

1 Month
-2.20%
3 Months
-3.31%
6 Months
-0.21%
YTD
-1.62%
1 Year
-0.49%
3 Years (annualized)
+5.60%
5 Years (annualized)
+2.30%
10 Years (annualized)
+3.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GBOAX 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
Bloomberg Barclays Multiverse Index(^LF93TRUU)
This Mutual Fund (YTD)
-1.62%
Peer Avg (YTD)
+0.50%
vs Peers
-2.12%

GBOAX Mutual Fund Performance

GBOAX performance across multiple time periods: 1-month -2.20%, YTD -1.62%, 1-year -0.49%, 3-year 5.60%, 5-year 2.30%, 10-year 3.41%.

GBOAX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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