GOBSX Mutual Fund

GOBSX Mutual Fund

NAV$8.56
See how much of GOBSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.12%
3 Months
-1.62%
6 Months
-0.16%
YTD
+1.01%
1 Year
+1.21%
3 Years (annualized)
+6.38%
5 Years (annualized)
-1.21%
10 Years (annualized)
+1.11%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+1.01%
Peer Avg (YTD)
-0.75%
vs Peers
+1.75%

GOBSX Mutual Fund Performance

GOBSX performance across multiple time periods: 1-month 0.12%, YTD 1.01%, 1-year 1.21%, 3-year 6.38%, 5-year -1.21%, 10-year 1.11%.

GOBSX returns outperform the peer average of -0.75% 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.