GBLAX Mutual Fund

GBLAX Mutual Fund

NAV$42.23
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Returns Overview

1 Month
+0.90%
3 Months
+2.37%
6 Months
+4.33%
YTD
+6.47%
1 Year
+14.06%
3 Years (annualized)
+11.47%
5 Years (annualized)
+5.84%
10 Years (annualized)
+6.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GBLAX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+6.47%
Peer Avg (YTD)
+5.54%
vs Peers
+0.93%

GBLAX Mutual Fund Performance

GBLAX performance across multiple time periods: 1-month 0.90%, YTD 6.47%, 1-year 14.06%, 3-year 11.47%, 5-year 5.84%, 10-year 6.80%.

GBLAX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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