GMBZX Mutual Fund

GMBZX Mutual Fund

NAV$9.00
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Returns Overview

1 Month
-3.36%
3 Months
-4.35%
6 Months
-4.03%
YTD
-4.11%
1 Year
-3.23%
3 Years (annualized)
+3.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMBZX 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
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📉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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-4.11%
Peer Avg (YTD)
-1.65%
vs Peers
-2.46%

GMBZX Mutual Fund Performance

GMBZX performance across multiple time periods: 1-month -3.36%, YTD -4.11%, 1-year -3.23%, 3-year 3.07%.

GMBZX returns trail the peer average of -1.65% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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