GIBLX Mutual Fund

GIBLX Mutual Fund

NAV$22.73
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Returns Overview

1 Month
+1.86%
3 Months
-0.69%
6 Months
-1.39%
YTD
-1.00%
1 Year
-0.82%
3 Years (annualized)
+6.09%
5 Years (annualized)
-0.19%
10 Years (annualized)
+2.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GIBLX 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)
-1.00%
Peer Avg (YTD)
+1.93%
vs Peers
-2.93%

GIBLX Mutual Fund Performance

GIBLX performance across multiple time periods: 1-month 1.86%, YTD -1.00%, 1-year -0.82%, 3-year 6.09%, 5-year -0.19%, 10-year 2.25%.

GIBLX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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