GBMSX Mutual Fund

NAV$34.28

Returns Overview

1 Month
-1.75%
3 Months
+3.53%
6 Months
+9.31%
YTD
+8.67%
1 Year
+23.16%
3 Years (annualized)
+14.82%
5 Years (annualized)
+8.65%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Treasury Inflation Notes: 1-10 Year Index
This Mutual Fund (YTD)
+8.67%
Peer Avg (YTD)
+5.87%
vs Peers
+2.80%

GBMSX Mutual Fund Performance

GBMSX performance across multiple time periods: 1-month -1.75%, YTD 8.67%, 1-year 23.16%, 3-year 14.82%, 5-year 8.65%.

GBMSX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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