GLBIX Mutual Fund

GLBIX Mutual Fund

NAV$10.49
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Returns Overview

1 Month
-1.13%
3 Months
-3.05%
6 Months
+5.53%
YTD
+10.07%
1 Year
+14.11%
3 Years (annualized)
+11.82%
5 Years (annualized)
+6.36%
10 Years (annualized)
+6.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GLBIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.07%
Peer Avg (YTD)
+4.96%
vs Peers
+5.11%

GLBIX Mutual Fund Performance

GLBIX performance across multiple time periods: 1-month -1.13%, YTD 10.07%, 1-year 14.11%, 3-year 11.82%, 5-year 6.36%, 10-year 6.30%.

GLBIX returns outperform the peer average of 4.96% YTD. With an expense ratio of 2.07%, investors should weigh costs against performance when evaluating this mutual fund.

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