GLSOX Mutual Fund

NAV$14.26

Returns Overview

1 Month
+1.08%
3 Months
+7.06%
6 Months
+7.06%
YTD
+6.99%
1 Year
+14.39%
3 Years (annualized)
+10.66%
5 Years (annualized)
+9.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GLSOX 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
CBOE S&P 500 PutWrite Index(PUT)
This Mutual Fund (YTD)
+6.99%
Peer Avg (YTD)
+3.47%
vs Peers
+3.51%

GLSOX Mutual Fund Performance

GLSOX performance across multiple time periods: 1-month 1.08%, YTD 6.99%, 1-year 14.39%, 3-year 10.66%, 5-year 9.83%.

GLSOX returns outperform the peer average of 3.47% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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