GMBZX Mutual Fund

GMBZX Mutual Fund

NAV$9.28
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Returns Overview

1 Month
-1.28%
3 Months
-1.06%
6 Months
-1.45%
YTD
-1.04%
1 Year
+1.02%
3 Years (annualized)
+2.70%

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
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📉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)
-1.04%
Peer Avg (YTD)
-0.32%
vs Peers
-0.72%

GMBZX Mutual Fund Performance

GMBZX performance across multiple time periods: 1-month -1.28%, YTD -1.04%, 1-year 1.02%, 3-year 2.70%.

GMBZX returns trail the peer average of -0.32% 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.