GBPIX Mutual Fund

GBPIX Mutual Fund

NAV$12.91
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Returns Overview

1 Month
+2.20%
3 Months
+1.88%
6 Months
+8.59%
YTD
+13.40%
1 Year
+20.66%
3 Years (annualized)
+16.51%
5 Years (annualized)
+6.36%
10 Years (annualized)
+8.58%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar Global Allocation Index(^MSAAGA)
This Mutual Fund (YTD)
+13.40%
Peer Avg (YTD)
+6.69%
vs Peers
+6.71%

GBPIX Mutual Fund Performance

GBPIX performance across multiple time periods: 1-month 2.20%, YTD 13.40%, 1-year 20.66%, 3-year 16.51%, 5-year 6.36%, 10-year 8.58%.

GBPIX returns outperform the peer average of 6.69% YTD. With an expense ratio of 1.61%, investors should weigh costs against performance when evaluating this mutual fund.

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