GBMIX Mutual Fund

GBMIX Mutual Fund

NAV$34.53
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Returns Overview

1 Month
+1.74%
3 Months
+1.32%
6 Months
+5.98%
YTD
+13.68%
1 Year
+19.89%
3 Years (annualized)
+14.71%
5 Years (annualized)
+9.16%
10 Years (annualized)
+6.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GBMIX 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
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📉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)
+13.68%
Peer Avg (YTD)
+5.30%
vs Peers
+8.37%

GBMIX Mutual Fund Performance

GBMIX performance across multiple time periods: 1-month 1.74%, YTD 13.68%, 1-year 19.89%, 3-year 14.71%, 5-year 9.16%, 10-year 6.70%.

GBMIX returns outperform the peer average of 5.30% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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