GIBAX Mutual Fund

GIBAX Mutual Fund

NAV$23.45
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Returns Overview

1 Month
+0.21%
3 Months
+0.94%
6 Months
+0.76%
YTD
+0.88%
1 Year
+4.04%
3 Years (annualized)
+5.12%
5 Years (annualized)
+0.25%
10 Years (annualized)
+2.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GIBAX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.88%
Peer Avg (YTD)
+3.23%
vs Peers
-2.34%

GIBAX Mutual Fund Performance

GIBAX performance across multiple time periods: 1-month 0.21%, YTD 0.88%, 1-year 4.04%, 3-year 5.12%, 5-year 0.25%, 10-year 2.64%.

GIBAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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