GBIUX Mutual Fund

NAV$11.25

Returns Overview

1 Month
-1.57%
3 Months
-0.44%
6 Months
-2.09%
YTD
-1.83%
1 Year
+3.66%
3 Years (annualized)
+4.70%
5 Years (annualized)
+0.68%
10 Years (annualized)
+2.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GBIUX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
-1.83%
Peer Avg (YTD)
+0.99%
vs Peers
-2.82%

GBIUX Mutual Fund Performance

GBIUX performance across multiple time periods: 1-month -1.57%, YTD -1.83%, 1-year 3.66%, 3-year 4.70%, 5-year 0.68%, 10-year 2.07%.

GBIUX returns trail the peer average of 0.99% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

GBIUX performance comparison shows side-by-side returns with another fund. GBIUX alternatives are available in the Mutual Fund Screener.