GLESX Mutual Fund

GLESX Mutual Fund

NAV$16.47
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Returns Overview

1 Month
+3.11%
3 Months
+1.14%
6 Months
+18.09%
YTD
+27.01%
1 Year
+29.25%
3 Years (annualized)
+25.56%
5 Years (annualized)
+22.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GLESX 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)
+27.01%
Peer Avg (YTD)
+19.98%
vs Peers
+7.03%

GLESX Mutual Fund Performance

GLESX performance across multiple time periods: 1-month 3.11%, YTD 27.01%, 1-year 29.25%, 3-year 25.56%, 5-year 22.73%.

GLESX returns outperform the peer average of 19.98% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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