Find A Portfolio/Ticker
Comparison Box
GPBFX: GMO Core Plus Bond IV (MUTUAL FUND)
Basic Info 19.72 0(0.0%) October 22
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 07/27/2005 |
| Last Dividend Date: | 12/07/2020 |
| 12-Mo. Yield | 7.68% |
| Expenses | 0.38% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 10/21/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.8 | -5.7 | -4.6 | 4.8 | 3.0 | 3.9 | 3.8 | 3.9 | 8.0 | 3.7 | 2.2 | 4.6 | 1.4 | -1.4 | 9.5 | 0.6 | 9.9 | 9.2 | 13.0 | 21.7 | -19.6 | -1.4 | 5.7 | 2.1 |
| SR | NA | -1.22 | -0.9 | 0.9 | 0.62 | 0.94 | NA | 0.76 | 1.36 | 0.34 | 0.31 | 1.49 | 0.36 | -0.37 | 3.11 | 0.12 | 3.28 | 2.29 | 3.1 | 3.85 | -2.96 | -1.53 | 1.04 | 0.78 |
| DD(%) | NA | 5.1 | 5.1 | 8.9 | 8.9 | 8.9 | NA | 23.2 | 8.9 | 6.6 | 1.9 | 1.5 | 4.1 | 5.7 | 1.1 | 7.4 | 1.1 | 1.7 | 3.1 | 3.2 | 21.8 | 3.8 | 1.5 | 1.0 |
| SD(%) | NA | 5.0 | 4.6 | 4.8 | 4.1 | 3.9 | NA | 4.2 | 5.7 | 6.6 | 2.7 | 2.7 | 3.4 | 3.8 | 3.0 | 5.0 | 3.0 | 4.0 | 4.2 | 5.6 | 6.9 | 2.9 | 2.3 | 2.9 |
| TR | NA | -0.08 | -0.05 | 0.05 | 0.03 | 0.05 | NA | 0.05 | 0.09 | 0.02 | 0.01 | 0.05 | 0.02 | -0.04 | 0.14 | 0.01 | 0.14 | 0.14 | 0.19 | 0.37 | -0.39 | -0.13 | 0.06 | 0.05 |
| Alpha(%) | NA | -0.02 | -0.02 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | -0.02 | 0.01 | 0.0 | 0.0 | -0.01 | 0.02 | 0.01 | 0.01 | 0.02 | 0.02 | 0.04 | -0.07 | -0.02 | 0.01 | 0.01 |
| Beta(%) | NA | 0.76 | 0.78 | 0.87 | 0.85 | 0.76 | NA | 0.63 | 0.87 | 0.96 | 0.79 | 0.82 | 0.65 | 0.34 | 0.69 | 1.09 | 0.71 | 0.64 | 0.68 | 0.58 | 0.53 | 0.34 | 0.37 | 0.49 |
| RS | NA | 0.31 | 0.34 | 0.56 | 0.59 | 0.5 | NA | 0.47 | 0.64 | 0.24 | 0.59 | 0.74 | 0.49 | 0.14 | 0.46 | 0.67 | 0.53 | 0.61 | 0.71 | 0.52 | 0.36 | 0.3 | 0.35 | 0.38 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/27/2005
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Intermediate-Term Bond Asset Class Trend Rankings |
Top Rated Funds in Intermediate-Term Bond
Best Mutual Funds
- VBMFX (Vanguard Total Bond Market Index Inv) (100%)
- VBIIX (Vanguard Interm-Term Bond Index Inv) (100%)
- CMFCX (American Funds Mortgage 529C) (99%)
- INCMX (FundX Flexible Income) (99%)
- VFICX (Vanguard Interm-Term Invmt-Grade Inv) (99%)
- VFIDX (Vanguard Interm-Term Investment-Grade Ad) (98%)
- GPBFX (GMO Core Plus Bond IV) (98%)
- SAMIX (RidgeWorth Intermediate Bond I) (98%)
- OWFIX (Old Westbury Fixed Income) (98%)
- TAIBX (Target Intermediate-Term Bond T) (98%)
Best ETFs
- AGG (iShares Core US Aggregate Bond) (100%)
- BIV (Vanguard Intermediate-Term Bond ETF) (99%)
- BND (Vanguard Total Bond Market ETF) (99%)
- GBF (iShares Government/Credit Bond) (99%)
- GVI (iShares Interm Government/Credit Bd) (99%)
- MBB (iShares MBS) (98%)
- VCIT (Vanguard Intermediate-Term Corp Bd ETF) (35%)
- VMBS (Vanguard Mortgage-Backed Securities ETF) (35%)
- SCHZ (Schwab US Aggregate Bond ETF) (31%)
- BOND (PIMCO Total Return Active ETF) (30%)
Best Closed End Funds
* Day change on 10/22/2021.Latest Articles Related to GPBFX
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments