GLNIX Mutual Fund

NAV$26.82

Returns Overview

1 Month
-0.19%
3 Months
+8.27%
6 Months
+7.55%
YTD
+6.85%
1 Year
+6.05%
3 Years (annualized)
+8.30%
5 Years (annualized)
+1.57%
10 Years (annualized)
+9.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GLNIX 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 All Country World Small Mid Cap Index (net div)
This Mutual Fund (YTD)
+6.85%
Peer Avg (YTD)
+9.16%
vs Peers
-2.32%

GLNIX Mutual Fund Performance

GLNIX performance across multiple time periods: 1-month -0.19%, YTD 6.85%, 1-year 6.05%, 3-year 8.30%, 5-year 1.57%, 10-year 9.24%.

GLNIX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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