GLEAX Mutual Fund

NAV$16.46

Returns Overview

1 Month
+4.31%
3 Months
+7.65%
6 Months
+22.02%
YTD
+26.23%
1 Year
+23.54%
3 Years (annualized)
+29.93%
5 Years (annualized)
+22.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GLEAX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Alerian Midstream Energy Select Index(^AMEI)
This Mutual Fund (YTD)
+26.23%
Peer Avg (YTD)
+14.02%
vs Peers
+12.21%

GLEAX Mutual Fund Performance

GLEAX performance across multiple time periods: 1-month 4.31%, YTD 26.23%, 1-year 23.54%, 3-year 29.93%, 5-year 22.90%.

GLEAX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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