GOBSX Mutual Fund

GOBSX Mutual Fund

NAV$8.62
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Returns Overview

1 Month
+0.56%
3 Months
+1.37%
6 Months
-0.00%
YTD
+3.25%
1 Year
+4.27%
3 Years (annualized)
+4.28%
5 Years (annualized)
-1.39%
10 Years (annualized)
+1.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GOBSX 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)
+3.25%
Peer Avg (YTD)
+0.20%
vs Peers
+3.04%

GOBSX Mutual Fund Performance

GOBSX performance across multiple time periods: 1-month 0.56%, YTD 3.25%, 1-year 4.27%, 3-year 4.28%, 5-year -1.39%, 10-year 1.54%.

GOBSX returns outperform the peer average of 0.20% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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