GLERX Mutual Fund

GLERX Mutual Fund

NAV$16.00
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Returns Overview

1 Month
-8.57%
3 Months
-3.57%
6 Months
-3.11%
YTD
+17.19%
1 Year
+17.71%
3 Years (annualized)
+25.86%
5 Years (annualized)
+22.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GLERX 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
Alerian Midstream Energy Select Index(^AMEI)
This Mutual Fund (YTD)
+17.19%
Peer Avg (YTD)
+19.29%
vs Peers
-2.10%

GLERX Mutual Fund Performance

GLERX performance across multiple time periods: 1-month -8.57%, YTD 17.19%, 1-year 17.71%, 3-year 25.86%, 5-year 22.88%.

GLERX returns trail the peer average of 19.29% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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