GLOAX Mutual Fund

NAV$8.43

Returns Overview

1 Month
-0.05%
3 Months
-1.88%
6 Months
-3.75%
YTD
-3.10%
1 Year
-1.64%
3 Years (annualized)
-3.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GLOAX 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
FTSE World Government Bond Index (WGBI) USD(^WGBI)
This Mutual Fund (YTD)
-3.10%
Peer Avg (YTD)
+0.63%
vs Peers
-3.73%

GLOAX Mutual Fund Performance

GLOAX performance across multiple time periods: 1-month -0.05%, YTD -3.10%, 1-year -1.64%, 3-year -3.31%.

GLOAX returns trail the peer average of 0.63% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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