GBMSX Mutual Fund

GBMSX Mutual Fund

NAV$34.48
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Returns Overview

1 Month
+3.28%
3 Months
+4.61%
6 Months
+8.29%
YTD
+12.23%
1 Year
+26.36%
3 Years (annualized)
+14.81%
5 Years (annualized)
+9.77%
10 Years (annualized)
+6.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GBMSX 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
Bloomberg US Treasury Inflation Notes: 1-10 Year Index
This Mutual Fund (YTD)
+12.23%
Peer Avg (YTD)
+5.54%
vs Peers
+6.70%

GBMSX Mutual Fund Performance

GBMSX performance across multiple time periods: 1-month 3.28%, YTD 12.23%, 1-year 26.36%, 3-year 14.81%, 5-year 9.77%, 10-year 6.78%.

GBMSX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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