GMBZX Mutual Fund

GMBZX Mutual Fund

NAV$8.97
See how much of GMBZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.26%
3 Months
-0.88%
6 Months
-2.67%
YTD
-0.78%
1 Year
+0.16%
3 Years (annualized)
+3.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMBZX 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)
-0.78%
Peer Avg (YTD)
-0.23%
vs Peers
-0.55%

GMBZX Mutual Fund Performance

GMBZX performance across multiple time periods: 1-month 0.26%, YTD -0.78%, 1-year 0.16%, 3-year 3.07%.

GMBZX returns trail the peer average of -0.23% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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