GLOIX Mutual Fund

GLOIX Mutual Fund

NAV$15.86
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Returns Overview

1 Month
-3.65%
3 Months
-0.84%
6 Months
-6.16%
YTD
+0.26%
1 Year
+4.47%
3 Years (annualized)
+14.84%
5 Years (annualized)
-0.13%
10 Years (annualized)
+5.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GLOIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Small Cap Index(.MIEA000S0NUS)
This Mutual Fund (YTD)
+0.26%
Peer Avg (YTD)
+12.21%
vs Peers
-11.95%

GLOIX Mutual Fund Performance

GLOIX performance across multiple time periods: 1-month -3.65%, YTD 0.26%, 1-year 4.47%, 3-year 14.84%, 5-year -0.13%, 10-year 5.02%.

GLOIX returns trail the peer average of 12.21% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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