GLIFX Mutual Fund

NAV$19.18

Returns Overview

1 Month
-1.49%
3 Months
-3.08%
6 Months
+3.28%
YTD
+4.87%
1 Year
+11.67%
3 Years (annualized)
+12.83%
5 Years (annualized)
+10.95%
10 Years (annualized)
+10.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GLIFX 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
Msci World Core Infrastructure (Hedged) Index
This Mutual Fund (YTD)
+4.87%
Peer Avg (YTD)
+13.49%
vs Peers
-8.62%

GLIFX Mutual Fund Performance

GLIFX performance across multiple time periods: 1-month -1.49%, YTD 4.87%, 1-year 11.67%, 3-year 12.83%, 5-year 10.95%, 10-year 10.05%.

GLIFX returns trail the peer average of 13.49% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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