GLERX Mutual Fund

GLERX Mutual Fund

NAV$16.53
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Returns Overview

1 Month
+2.99%
3 Months
+1.00%
6 Months
+17.72%
YTD
+26.52%
1 Year
+28.43%
3 Years (annualized)
+24.75%
5 Years (annualized)
+21.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GLERX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Alerian Midstream Energy Select Index(^AMEI)
This Mutual Fund (YTD)
+26.52%
Peer Avg (YTD)
+19.98%
vs Peers
+6.54%

GLERX Mutual Fund Performance

GLERX performance across multiple time periods: 1-month 2.99%, YTD 26.52%, 1-year 28.43%, 3-year 24.75%, 5-year 21.95%.

GLERX returns outperform the peer average of 19.98% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

GLERX vs another fund shows side-by-side returns. GLERX alternatives are available in the Mutual Fund Screener.