GLRIX Mutual Fund

GLRIX Mutual Fund

NAV$24.86
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Returns Overview

1 Month
-0.20%
3 Months
+0.83%
6 Months
+3.51%
YTD
+5.18%
1 Year
+12.94%
3 Years (annualized)
+12.37%
5 Years (annualized)
+6.83%
10 Years (annualized)
+5.28%

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
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🏦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
BLOOMBERG US INTERMEDIATE GOVERNMENT/CREDIT BOND INDEX
This Mutual Fund (YTD)
+5.18%
Peer Avg (YTD)
+3.39%
vs Peers
+1.79%

GLRIX Mutual Fund Performance

GLRIX performance across multiple time periods: 1-month -0.20%, YTD 5.18%, 1-year 12.94%, 3-year 12.37%, 5-year 6.83%, 10-year 5.28%.

GLRIX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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