GBFAX Mutual Fund

NAV$20.25

Returns Overview

1 Month
+1.10%
3 Months
+23.80%
6 Months
+23.36%
YTD
+20.34%
1 Year
+38.50%
3 Years (annualized)
+19.34%
5 Years (annualized)
+3.74%
10 Years (annualized)
+7.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GBFAX 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 Emerging Markets Investable Market Index
This Mutual Fund (YTD)
+20.34%
Peer Avg (YTD)
+23.08%
vs Peers
-2.73%

GBFAX Mutual Fund Performance

GBFAX performance across multiple time periods: 1-month 1.10%, YTD 20.34%, 1-year 38.50%, 3-year 19.34%, 5-year 3.74%, 10-year 7.90%.

GBFAX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.61%, investors should weigh costs against performance when evaluating this mutual fund.

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