GIBIX Mutual Fund

NAV$23.48

Returns Overview

1 Month
+0.28%
3 Months
+1.05%
6 Months
+0.95%
YTD
+1.03%
1 Year
+4.38%
3 Years (annualized)
+5.43%
5 Years (annualized)
+0.54%
10 Years (annualized)
+2.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GIBIX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.03%
Peer Avg (YTD)
+3.23%
vs Peers
-2.20%

GIBIX Mutual Fund Performance

GIBIX performance across multiple time periods: 1-month 0.28%, YTD 1.03%, 1-year 4.38%, 3-year 5.43%, 5-year 0.54%, 10-year 2.95%.

GIBIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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