GMOBX Mutual Fund

GMOBX Mutual Fund

NAV$19.35
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Returns Overview

1 Month
-0.51%
3 Months
-0.51%
6 Months
-0.51%
YTD
-0.51%
1 Year
-7.80%
3 Years (annualized)
-5.61%
5 Years (annualized)
-0.48%
10 Years (annualized)
+0.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMOBX 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
FTSE 3 Month Treas Bill Local Currency(CFIIMU3L)
This Mutual Fund (YTD)
-0.51%
Peer Avg (YTD)
-1.62%
vs Peers
+1.11%

GMOBX Mutual Fund Performance

GMOBX performance across multiple time periods: 1-month -0.51%, YTD -0.51%, 1-year -7.80%, 3-year -5.61%, 5-year -0.48%, 10-year 0.34%.

GMOBX returns outperform the peer average of -1.62% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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