James Balanced Golden Rainbow Fund Retail Class (GLRBX) NASDAQ

If you invested $1000 in James Balanced: Golden Rainbow Fund (GLRBX) 10 years ago, it would be worth $1,609.62 as of August 02, 2026, based on a reinvested dividends scenario. Over the same period, a $1000 investment made 5 years ago would be worth $1,350, while $1000 invested 1 year ago would be worth $1,121.48. This corresponds to total returns of 60.96%, 35%, 12.15%, respectively, with annualized returns of 4.87%, 6.18%, 12.15%.

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