GBOSX Mutual Fund

GBOSX Mutual Fund

NAV$9.79
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Returns Overview

1 Month
+0.37%
3 Months
+3.15%
6 Months
+1.86%
YTD
+1.86%
1 Year
+5.41%
3 Years (annualized)
+6.26%
5 Years (annualized)
+2.86%
10 Years (annualized)
+4.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GBOSX 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)
+1.86%
Peer Avg (YTD)
+3.23%
vs Peers
-1.37%

GBOSX Mutual Fund Performance

GBOSX performance across multiple time periods: 1-month 0.37%, YTD 1.86%, 1-year 5.41%, 3-year 6.26%, 5-year 2.86%, 10-year 4.08%.

GBOSX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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