GLOCX Mutual Fund

GLOCX Mutual Fund

NAV$8.31
See how much of GLOCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.05%
3 Months
-2.03%
6 Months
-4.15%
YTD
-3.49%
1 Year
-2.32%
3 Years (annualized)
-4.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GLOCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
FTSE World Government Bond Index (WGBI) USD(^WGBI)
This Mutual Fund (YTD)
-3.49%
Peer Avg (YTD)
+0.63%
vs Peers
-4.12%

GLOCX Mutual Fund Performance

GLOCX performance across multiple time periods: 1-month -0.05%, YTD -3.49%, 1-year -2.32%, 3-year -4.05%.

GLOCX returns trail the peer average of 0.63% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

GLOCX vs another fund shows side-by-side returns. GLOCX alternatives are available in the Mutual Fund Screener.