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BrandywineGLOBAL Global Opp Bond IS (GOBSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.55+0.08 (+0.94%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-7.98%
5-year average return-1.78%
Number of years up11
Number of years down6
Best 1-yr total return (30 June 2024)21.04%
Worst 1-yr total return (30 June 2024)N/A
Best 3-yr total return21.04%
Worst 3-yr total return-4.97%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGOBSXCategory
YTD-6.75%-2.30%
1-month2.47%-0.73%
3-month-1.94%1.24%
1-year-1.86%4.82%
3-year-6.92%3.59%
5-year-0.89%2.35%
10-year0.00%1.33%
Last bull market10.31%3.79%
Last bear market-11.33%-1.46%

Annual total return (%) history

Year
GOBSXCategory
2024
N/AN/A
2023
7.42%N/A
2022
-15.67%N/A
2021
-5.26%N/A
2020
12.66%8.35%
2019
9.21%6.73%
2018
-4.90%-1.48%
2017
12.83%6.87%
2016
5.02%3.63%
2015
-8.50%-4.00%
2014
6.26%1.72%
2013
-3.92%-2.62%
2012
13.22%8.09%
2011
7.79%3.39%
2010
13.06%6.35%
2009
21.04%13.12%
2008
-8.93%-1.57%
2007
9.93%7.28%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-4.82%-2.51%N/AN/A
20233.78%-0.33%-7.74%12.57%
2022-2.72%-11.33%-8.95%7.38%
2021-3.95%2.54%-3.36%-0.46%
2020-11.21%10.63%3.84%10.45%
20192.96%3.61%-1.67%4.11%
20184.05%-6.84%-0.75%-1.15%
20175.54%4.21%3.14%-0.54%
20168.41%1.99%1.48%-6.41%
2015-0.50%-3.28%-4.36%-0.58%
20144.29%4.08%-2.01%-0.11%
2013-0.39%-3.16%0.06%-0.45%
20123.18%1.80%4.87%2.78%
20112.04%2.70%2.07%0.77%
20102.35%1.33%10.10%-0.98%
2009-2.92%13.11%9.98%0.23%
20081.70%-0.02%-5.29%-5.44%
20070.81%0.70%5.73%2.42%

Rank in category (by total return)

YTD97
1-month5
3-month93
1-year95
3-year83
5-year36

Load adjusted returns

1-year-1.86%
3-year-6.92%
5-year-0.89%
10-year0.00%