GLRIX Mutual Fund

NAV$25.02

Returns Overview

1 Month
+0.17%
3 Months
+6.46%
6 Months
+5.84%
YTD
+5.39%
1 Year
+14.52%
3 Years (annualized)
+13.12%
5 Years (annualized)
+7.10%
10 Years (annualized)
+5.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GLRIX 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
BLOOMBERG US INTERMEDIATE GOVERNMENT/CREDIT BOND INDEX
This Mutual Fund (YTD)
+5.39%
Peer Avg (YTD)
+4.14%
vs Peers
+1.25%

GLRIX Mutual Fund Performance

GLRIX performance across multiple time periods: 1-month 0.17%, YTD 5.39%, 1-year 14.52%, 3-year 13.12%, 5-year 7.10%, 10-year 5.45%.

GLRIX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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