GBUSX Mutual Fund

NAV$8.46

Returns Overview

1 Month
-0.10%
3 Months
-1.91%
6 Months
-3.66%
YTD
-3.02%
1 Year
-1.38%
3 Years (annualized)
-3.09%
5 Years (annualized)
+1.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GBUSX 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

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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
FTSE World Government Bond Index (WGBI) USD(^WGBI)
This Mutual Fund (YTD)
-3.02%
Peer Avg (YTD)
+0.63%
vs Peers
-3.64%

GBUSX Mutual Fund Performance

GBUSX performance across multiple time periods: 1-month -0.10%, YTD -3.02%, 1-year -1.38%, 3-year -3.09%, 5-year 1.12%.

GBUSX returns trail the peer average of 0.63% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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