GBMBX Mutual Fund

GBMBX Mutual Fund

NAV$34.66
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Returns Overview

1 Month
+3.29%
3 Months
+4.65%
6 Months
+8.35%
YTD
+12.30%
1 Year
+26.48%
3 Years (annualized)
+14.91%
5 Years (annualized)
+9.85%
10 Years (annualized)
+6.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GBMBX 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
Consumer Price Index(^CPI)
This Mutual Fund (YTD)
+12.30%
Peer Avg (YTD)
+5.54%
vs Peers
+6.76%

GBMBX Mutual Fund Performance

GBMBX performance across multiple time periods: 1-month 3.29%, YTD 12.30%, 1-year 26.48%, 3-year 14.91%, 5-year 9.85%, 10-year 6.83%.

GBMBX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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