GLESX Mutual Fund

GLESX Mutual Fund

NAV$15.49
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Returns Overview

1 Month
+9.52%
3 Months
+2.58%
6 Months
+3.75%
YTD
+28.90%
1 Year
+37.19%
3 Years (annualized)
+27.07%
5 Years (annualized)
+20.70%

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)
+28.90%
Peer Avg (YTD)
+25.52%
vs Peers
+3.38%

GLESX Mutual Fund Performance

GLESX performance across multiple time periods: 1-month 9.52%, YTD 28.90%, 1-year 37.19%, 3-year 27.07%, 5-year 20.70%.

GLESX returns outperform the peer average of 25.52% 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.