GBPAX Mutual Fund

NAV$12.78

Returns Overview

1 Month
-0.70%
3 Months
+3.31%
6 Months
+6.32%
YTD
+9.89%
1 Year
+21.65%
3 Years (annualized)
+19.38%
5 Years (annualized)
+10.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GBPAX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Morningstar Global Allocation Index(^MSAAGA)
This Mutual Fund (YTD)
+9.89%
Peer Avg (YTD)
+5.93%
vs Peers
+3.95%

GBPAX Mutual Fund Performance

GBPAX performance across multiple time periods: 1-month -0.70%, YTD 9.89%, 1-year 21.65%, 3-year 19.38%, 5-year 10.79%.

GBPAX returns outperform the peer average of 5.93% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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