GBIRX Mutual Fund

GBIRX Mutual Fund

NAV$11.24
See how much of GBIRX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.20%
3 Months
+0.17%
6 Months
-0.41%
YTD
-0.06%
1 Year
+2.52%
3 Years (annualized)
+4.12%
5 Years (annualized)
+0.17%
10 Years (annualized)
+1.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GBIRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
-0.06%
Peer Avg (YTD)
+0.25%
vs Peers
-0.31%

GBIRX Mutual Fund Performance

GBIRX performance across multiple time periods: 1-month -1.20%, YTD -0.06%, 1-year 2.52%, 3-year 4.12%, 5-year 0.17%, 10-year 1.88%.

GBIRX returns trail the peer average of 0.25% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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