GLFOX Mutual Fund

GLFOX Mutual Fund

NAV$18.16
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Returns Overview

1 Month
-4.88%
3 Months
-7.85%
6 Months
-6.93%
YTD
-1.18%
1 Year
+4.35%
3 Years (annualized)
+13.67%
5 Years (annualized)
+9.86%
10 Years (annualized)
+9.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GLFOX 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
Msci World Core Infrastructure (Hedged) Index
This Mutual Fund (YTD)
-1.18%
Peer Avg (YTD)
+4.44%
vs Peers
-5.61%

GLFOX Mutual Fund Performance

GLFOX performance across multiple time periods: 1-month -4.88%, YTD -1.18%, 1-year 4.35%, 3-year 13.67%, 5-year 9.86%, 10-year 9.52%.

GLFOX returns trail the peer average of 4.44% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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