GBPIX Mutual Fund

NAV$13.14
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Returns Overview

1 Month
+0.31%
3 Months
+13.33%
6 Months
+12.44%
YTD
+11.66%
1 Year
+21.67%
3 Years (annualized)
+19.20%
5 Years (annualized)
+10.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GBPIX 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

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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
Morningstar Global Allocation Index(^MSAAGA)
This Mutual Fund (YTD)
+11.66%
Peer Avg (YTD)
+5.93%
vs Peers
+5.72%

GBPIX Mutual Fund Performance

GBPIX performance across multiple time periods: 1-month 0.31%, YTD 11.66%, 1-year 21.67%, 3-year 19.20%, 5-year 10.56%.

GBPIX returns outperform the peer average of 5.93% YTD. With an expense ratio of 1.61%, investors should weigh costs against performance when evaluating this mutual fund.

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