GOBAX Mutual Fund

GOBAX Mutual Fund

NAV$8.54
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Returns Overview

3 Months
-1.73%
6 Months
-0.37%
YTD
+0.58%
1 Year
+0.80%
3 Years (annualized)
+5.92%
5 Years (annualized)
-1.63%
10 Years (annualized)
+0.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GOBAX 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 World Government Bond Index USD(^FWGBI)
This Mutual Fund (YTD)
+0.58%
Peer Avg (YTD)
-0.81%
vs Peers
+1.40%

GOBAX Mutual Fund Performance

GOBAX performance across multiple time periods: YTD 0.58%, 1-year 0.80%, 3-year 5.92%, 5-year -1.63%, 10-year 0.69%.

GOBAX returns outperform the peer average of -0.81% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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