GBDRX Mutual Fund

NAV$10.00

Returns Overview

6 Months
+2.37%
1 Year
+2.19%
3 Years (annualized)
+5.63%
5 Years (annualized)
+3.11%
10 Years (annualized)
+3.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GBDRX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)

GBDRX Mutual Fund Performance

GBDRX performance across multiple time periods: 1-year 2.19%, 3-year 5.63%, 5-year 3.11%, 10-year 3.27%.

GBDRX returns can be compared against peers and benchmarks. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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