GLECX Mutual Fund

GLECX Mutual Fund

NAV$16.02
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Returns Overview

1 Month
-8.62%
3 Months
-3.75%
6 Months
-3.45%
YTD
+16.77%
1 Year
+17.04%
3 Years (annualized)
+29.15%
5 Years (annualized)
+24.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GLECX 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
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📉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
Alerian Midstream Energy Select Index(^AMEI)
This Mutual Fund (YTD)
+16.77%
Peer Avg (YTD)
+19.29%
vs Peers
-2.52%

GLECX Mutual Fund Performance

GLECX performance across multiple time periods: 1-month -8.62%, YTD 16.77%, 1-year 17.04%, 3-year 29.15%, 5-year 24.55%.

GLECX returns trail the peer average of 19.29% YTD. With an expense ratio of 2.21%, investors should weigh costs against performance when evaluating this mutual fund.

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