GLOBX Mutual Fund

NAV$8.47

Returns Overview

1 Month
-0.05%
3 Months
-1.75%
6 Months
-3.61%
YTD
-2.96%
1 Year
-1.28%
3 Years (annualized)
-2.97%
5 Years (annualized)
+1.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GLOBX 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)
-2.96%
Peer Avg (YTD)
+0.63%
vs Peers
-3.59%

GLOBX Mutual Fund Performance

GLOBX performance across multiple time periods: 1-month -0.05%, YTD -2.96%, 1-year -1.28%, 3-year -2.97%, 5-year 1.23%.

GLOBX returns trail the peer average of 0.63% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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