GBPAX Mutual Fund

GBPAX Mutual Fund

NAV$12.82
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Returns Overview

1 Month
-0.46%
3 Months
+0.70%
6 Months
+4.26%
YTD
+11.62%
1 Year
+13.84%
3 Years (annualized)
+18.74%
5 Years (annualized)
+6.16%
10 Years (annualized)
+7.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GBPAX 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
Morningstar Global Allocation Index(^MSAAGA)
This Mutual Fund (YTD)
+11.62%
Peer Avg (YTD)
+5.74%
vs Peers
+5.88%

GBPAX Mutual Fund Performance

GBPAX performance across multiple time periods: 1-month -0.46%, YTD 11.62%, 1-year 13.84%, 3-year 18.74%, 5-year 6.16%, 10-year 7.55%.

GBPAX returns outperform the peer average of 5.74% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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