GLFOX Mutual Fund

NAV$19.09

Returns Overview

1 Month
-0.95%
3 Months
+1.00%
6 Months
+8.01%
YTD
+7.24%
1 Year
+11.31%
3 Years (annualized)
+12.53%
5 Years (annualized)
+10.66%
10 Years (annualized)
+10.74%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Msci World Core Infrastructure (Hedged) Index
This Mutual Fund (YTD)
+7.24%
Peer Avg (YTD)
+13.49%
vs Peers
-6.25%

GLFOX Mutual Fund Performance

GLFOX performance across multiple time periods: 1-month -0.95%, YTD 7.24%, 1-year 11.31%, 3-year 12.53%, 5-year 10.66%, 10-year 10.74%.

GLFOX returns trail the peer average of 13.49% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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