GLECX Mutual Fund

NAV$15.79

Returns Overview

1 Month
+1.72%
3 Months
+0.31%
6 Months
+22.53%
YTD
+21.32%
1 Year
+22.62%
3 Years (annualized)
+28.93%
5 Years (annualized)
+21.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GLECX 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
PROUpgrade to run

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
Alerian Midstream Energy Select Index(^AMEI)
This Mutual Fund (YTD)
+21.32%
Peer Avg (YTD)
+14.02%
vs Peers
+7.30%

GLECX Mutual Fund Performance

GLECX performance across multiple time periods: 1-month 1.72%, YTD 21.32%, 1-year 22.62%, 3-year 28.93%, 5-year 21.99%.

GLECX returns outperform the peer average of 14.02% YTD. With an expense ratio of 2.21%, investors should weigh costs against performance when evaluating this mutual fund.

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