GARBX Mutual Fund

NAV$11.36

Returns Overview

1 Month
+0.80%
3 Months
+1.61%
6 Months
+1.43%
YTD
+1.70%
1 Year
+4.42%
3 Years (annualized)
-2.52%
5 Years (annualized)
+1.42%
10 Years (annualized)
+0.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GARBX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Hang Seng Markit iBoxx Offshore RMB Overall Index
This Mutual Fund (YTD)
+1.70%
Peer Avg (YTD)
+5.67%
vs Peers
-3.97%

GARBX Mutual Fund Performance

GARBX performance across multiple time periods: 1-month 0.80%, YTD 1.70%, 1-year 4.42%, 3-year -2.52%, 5-year 1.42%, 10-year 0.49%.

GARBX returns trail the peer average of 5.67% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

GARBX performance comparison shows side-by-side returns with another fund. GARBX alternatives are available in the Mutual Fund Screener.