GLPAX Mutual Fund

GLPAX Mutual Fund

NAV$40.82

Returns Overview

1 Month
+1.28%
3 Months
+1.30%
6 Months
+17.16%
YTD
+16.26%
1 Year
+17.59%
3 Years (annualized)
+20.86%
5 Years (annualized)
+18.30%
10 Years (annualized)
+7.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GLPAX 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
Alerian MLP Index(AMZ)
This Mutual Fund (YTD)
+16.26%
Peer Avg (YTD)
+14.02%
vs Peers
+2.24%

GLPAX Mutual Fund Performance

GLPAX performance across multiple time periods: 1-month 1.28%, YTD 16.26%, 1-year 17.59%, 3-year 20.86%, 5-year 18.30%, 10-year 7.70%.

GLPAX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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