GLEPX Mutual Fund

GLEPX Mutual Fund

NAV$16.06
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Returns Overview

1 Month
-8.55%
3 Months
-3.43%
6 Months
-2.86%
YTD
+17.70%
1 Year
+18.35%
3 Years (annualized)
+26.59%
5 Years (annualized)
+23.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GLEPX 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)
+17.70%
Peer Avg (YTD)
+19.29%
vs Peers
-1.59%

GLEPX Mutual Fund Performance

GLEPX performance across multiple time periods: 1-month -8.55%, YTD 17.70%, 1-year 18.35%, 3-year 26.59%, 5-year 23.61%.

GLEPX returns trail the peer average of 19.29% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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