GLNAX Mutual Fund

NAV$26.05
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Returns Overview

1 Month
-0.16%
3 Months
+8.21%
6 Months
+7.42%
YTD
+6.79%
1 Year
+5.83%
3 Years (annualized)
+8.03%
5 Years (annualized)
+2.51%
10 Years (annualized)
+9.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GLNAX 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

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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 All Country World Small Mid Cap Index (net div)
This Mutual Fund (YTD)
+6.79%
Peer Avg (YTD)
+9.16%
vs Peers
-2.38%

GLNAX Mutual Fund Performance

GLNAX performance across multiple time periods: 1-month -0.16%, YTD 6.79%, 1-year 5.83%, 3-year 8.03%, 5-year 2.51%, 10-year 9.61%.

GLNAX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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