GBOCX Mutual Fund

GBOCX Mutual Fund

NAV$9.50
See how much of GBOCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.79%
3 Months
-1.40%
6 Months
-1.08%
YTD
-1.05%
1 Year
-0.57%
3 Years (annualized)
+5.53%
5 Years (annualized)
+1.72%
10 Years (annualized)
+2.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GBOCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Multiverse Index(^LF93TRUU)
This Mutual Fund (YTD)
-1.05%
Peer Avg (YTD)
+1.93%
vs Peers
-2.97%

GBOCX Mutual Fund Performance

GBOCX performance across multiple time periods: 1-month 0.79%, YTD -1.05%, 1-year -0.57%, 3-year 5.53%, 5-year 1.72%, 10-year 2.89%.

GBOCX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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