GIBAX Mutual Fund

GIBAX Mutual Fund

NAV$22.58
See how much of GIBAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.38%
3 Months
-0.59%
6 Months
-1.75%
YTD
+0.07%
1 Year
+2.04%
3 Years (annualized)
+5.00%
5 Years (annualized)
-0.13%
10 Years (annualized)
+2.34%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+0.07%
Peer Avg (YTD)
+2.15%
vs Peers
-2.08%

GIBAX Mutual Fund Performance

GIBAX performance across multiple time periods: 1-month 0.38%, YTD 0.07%, 1-year 2.04%, 3-year 5.00%, 5-year -0.13%, 10-year 2.34%.

GIBAX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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