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 $1,600.26 as of September 11, 2026, based on a reinvested dividends scenario. Over the same period, a $1000 investment made 5 years ago would be worth $1,320.95, while $1000 invested 1 year ago would be worth $1,074.2. This corresponds to total returns of 60.03%, 32.1%, 7.42%, respectively, with annualized returns of 4.81%, 5.73%, 7.42%.

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