GOBIX Mutual Fund

GOBIX Mutual Fund

NAV$9.00
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Returns Overview

1 Month
+0.91%
3 Months
+1.58%
6 Months
+0.37%
YTD
+2.63%
1 Year
+5.60%
3 Years (annualized)
+2.51%
5 Years (annualized)
-1.57%
10 Years (annualized)
+1.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GOBIX 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)
+2.63%
Peer Avg (YTD)
+0.25%
vs Peers
+2.38%

GOBIX Mutual Fund Performance

GOBIX performance across multiple time periods: 1-month 0.91%, YTD 2.63%, 1-year 5.60%, 3-year 2.51%, 5-year -1.57%, 10-year 1.16%.

GOBIX returns outperform the peer average of 0.25% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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