GOBIX Mutual Fund

GOBIX Mutual Fund

NAV$8.69
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Returns Overview

1 Month
-2.21%
3 Months
-0.88%
6 Months
+2.32%
YTD
+0.81%
1 Year
+1.01%
3 Years (annualized)
+4.16%
5 Years (annualized)
-1.52%
10 Years (annualized)
+1.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GOBIX 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
FTSE World Government Bond Index USD(^FWGBI)
This Mutual Fund (YTD)
+0.81%
Peer Avg (YTD)
-1.59%
vs Peers
+2.40%

GOBIX Mutual Fund Performance

GOBIX performance across multiple time periods: 1-month -2.21%, YTD 0.81%, 1-year 1.01%, 3-year 4.16%, 5-year -1.52%, 10-year 1.13%.

GOBIX returns outperform the peer average of -1.59% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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