GMBPX Mutual Fund

NAV$10.10

Returns Overview

1 Month
+0.33%
3 Months
+1.00%
6 Months
+1.89%
YTD
+1.89%
1 Year
+4.27%
3 Years (annualized)
+5.18%
5 Years (annualized)
+3.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMBPX 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
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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
ICE Bank of America Merrill Lynch 3-6 Month US Treasury Bill Index
This Mutual Fund (YTD)
+1.89%
Peer Avg (YTD)
+3.23%
vs Peers
-1.33%

GMBPX Mutual Fund Performance

GMBPX performance across multiple time periods: 1-month 0.33%, YTD 1.89%, 1-year 4.27%, 3-year 5.18%, 5-year 3.85%.

GMBPX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.23%, investors should weigh costs against performance when evaluating this mutual fund.

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