GLFOX Mutual Fund

GLFOX Mutual Fund

NAV$18.88
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Returns Overview

1 Month
-0.83%
3 Months
-3.35%
6 Months
+3.25%
YTD
+6.35%
1 Year
+13.55%
3 Years (annualized)
+12.92%
5 Years (annualized)
+9.85%
10 Years (annualized)
+10.32%

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)
+6.35%
Peer Avg (YTD)
+11.31%
vs Peers
-4.96%

GLFOX Mutual Fund Performance

GLFOX performance across multiple time periods: 1-month -0.83%, YTD 6.35%, 1-year 13.55%, 3-year 12.92%, 5-year 9.85%, 10-year 10.32%.

GLFOX returns trail the peer average of 11.31% 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.