GBOAX Mutual Fund

GBOAX Mutual Fund

NAV$9.64
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Returns Overview

1 Month
-1.24%
3 Months
+0.42%
6 Months
-0.24%
YTD
+0.48%
1 Year
+3.85%
3 Years (annualized)
+5.29%
5 Years (annualized)
+2.36%
10 Years (annualized)
+3.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GBOAX 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 Barclays Multiverse Index(^LF93TRUU)
This Mutual Fund (YTD)
+0.48%
Peer Avg (YTD)
+0.12%
vs Peers
+0.36%

GBOAX Mutual Fund Performance

GBOAX performance across multiple time periods: 1-month -1.24%, YTD 0.48%, 1-year 3.85%, 3-year 5.29%, 5-year 2.36%, 10-year 3.49%.

GBOAX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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