GLBLX Mutual Fund

NAV$10.34

Returns Overview

1 Month
-2.08%
3 Months
+3.40%
6 Months
+6.38%
YTD
+10.83%
1 Year
+23.62%
3 Years (annualized)
+14.55%
5 Years (annualized)
+8.56%
10 Years (annualized)
+9.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GLBLX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.83%
Peer Avg (YTD)
+5.87%
vs Peers
+4.96%

GLBLX Mutual Fund Performance

GLBLX performance across multiple time periods: 1-month -2.08%, YTD 10.83%, 1-year 23.62%, 3-year 14.55%, 5-year 8.56%, 10-year 9.12%.

GLBLX returns outperform the peer average of 5.87% YTD. With an expense ratio of 2.32%, investors should weigh costs against performance when evaluating this mutual fund.

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