GBOCX Mutual Fund

GBOCX Mutual Fund

NAV$9.45
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Returns Overview

1 Month
-2.24%
3 Months
-3.32%
6 Months
-0.41%
YTD
-1.82%
1 Year
-0.79%
3 Years (annualized)
+5.16%
5 Years (annualized)
+1.91%
10 Years (annualized)
+2.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GBOCX 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)
-1.82%
Peer Avg (YTD)
+0.50%
vs Peers
-2.32%

GBOCX Mutual Fund Performance

GBOCX performance across multiple time periods: 1-month -2.24%, YTD -1.82%, 1-year -0.79%, 3-year 5.16%, 5-year 1.91%, 10-year 2.97%.

GBOCX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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