GLBIX Mutual Fund

GLBIX Mutual Fund

NAV$10.68
See how much of GLBIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.94%
3 Months
+2.71%
6 Months
+6.96%
YTD
+12.39%
1 Year
+21.05%
3 Years (annualized)
+11.18%
5 Years (annualized)
+6.63%
10 Years (annualized)
+6.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GLBIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.39%
Peer Avg (YTD)
+5.54%
vs Peers
+6.85%

GLBIX Mutual Fund Performance

GLBIX performance across multiple time periods: 1-month -1.94%, YTD 12.39%, 1-year 21.05%, 3-year 11.18%, 5-year 6.63%, 10-year 6.33%.

GLBIX returns outperform the peer average of 5.54% YTD. With an expense ratio of 2.07%, investors should weigh costs against performance when evaluating this mutual fund.

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