GBAYX Mutual Fund

NAV$12.74

Returns Overview

1 Month
+0.16%
3 Months
+7.32%
6 Months
+5.35%
YTD
+5.17%
1 Year
+11.47%
3 Years (annualized)
+9.02%
5 Years (annualized)
+3.66%
10 Years (annualized)
+6.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GBAYX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+5.17%
Peer Avg (YTD)
+4.14%
vs Peers
+1.03%

GBAYX Mutual Fund Performance

GBAYX performance across multiple time periods: 1-month 0.16%, YTD 5.17%, 1-year 11.47%, 3-year 9.02%, 5-year 3.66%, 10-year 6.15%.

GBAYX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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