GBMIX Mutual Fund

GBMIX Mutual Fund

NAV$34.27
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Returns Overview

1 Month
-1.75%
3 Months
+3.50%
6 Months
+9.28%
YTD
+8.64%
1 Year
+23.05%
3 Years (annualized)
+14.71%
5 Years (annualized)
+8.54%

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
Bloomberg US Treasury Inflation Notes: 1-10 Year Index
This Mutual Fund (YTD)
+8.64%
Peer Avg (YTD)
+5.87%
vs Peers
+2.77%

GBMIX Mutual Fund Performance

GBMIX performance across multiple time periods: 1-month -1.75%, YTD 8.64%, 1-year 23.05%, 3-year 14.71%, 5-year 8.54%.

GBMIX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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