GLFOX Mutual Fund

GLFOX Mutual Fund

NAV$19.61
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Returns Overview

1 Month
+8.44%
3 Months
+0.77%
6 Months
-2.61%
YTD
+7.16%
1 Year
+10.25%
3 Years (annualized)
+15.87%
5 Years (annualized)
+10.30%
10 Years (annualized)
+10.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GLFOX 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
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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
Msci World Core Infrastructure (Hedged) Index
This Mutual Fund (YTD)
+7.16%
Peer Avg (YTD)
+5.18%
vs Peers
+1.99%

GLFOX Mutual Fund Performance

GLFOX performance across multiple time periods: 1-month 8.44%, YTD 7.16%, 1-year 10.25%, 3-year 15.87%, 5-year 10.30%, 10-year 10.01%.

GLFOX returns outperform the peer average of 5.18% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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