GBONX Mutual Fund

NAV$9.78

Returns Overview

1 Month
+0.39%
3 Months
+3.19%
6 Months
+1.94%
YTD
+1.94%
1 Year
+5.57%
3 Years (annualized)
+6.45%
5 Years (annualized)
+3.02%
10 Years (annualized)
+4.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GBONX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays Multiverse Index(^LF93TRUU)
This Mutual Fund (YTD)
+1.94%
Peer Avg (YTD)
+3.23%
vs Peers
-1.29%

GBONX Mutual Fund Performance

GBONX performance across multiple time periods: 1-month 0.39%, YTD 1.94%, 1-year 5.57%, 3-year 6.45%, 5-year 3.02%, 10-year 4.22%.

GBONX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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