GBOAX Mutual Fund

NAV$9.74

Returns Overview

1 Month
+0.46%
3 Months
+3.20%
6 Months
+1.84%
YTD
+1.74%
1 Year
+5.28%
3 Years (annualized)
+6.05%
5 Years (annualized)
+2.61%
10 Years (annualized)
+3.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GBOAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Barclays Multiverse Index(^LF93TRUU)
This Mutual Fund (YTD)
+1.74%
Peer Avg (YTD)
+3.23%
vs Peers
-1.49%

GBOAX Mutual Fund Performance

GBOAX performance across multiple time periods: 1-month 0.46%, YTD 1.74%, 1-year 5.28%, 3-year 6.05%, 5-year 2.61%, 10-year 3.83%.

GBOAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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