GLOIX Mutual Fund

NAV$15.91

Returns Overview

1 Month
-0.81%
3 Months
-5.86%
6 Months
-10.87%
YTD
-0.25%
1 Year
+13.51%
3 Years (annualized)
+9.19%
5 Years (annualized)
+0.31%
10 Years (annualized)
+4.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GLOIX 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 EAFE Small Cap Index(.MIEA000S0NUS)
This Mutual Fund (YTD)
-0.25%
Peer Avg (YTD)
+18.52%
vs Peers
-18.78%

GLOIX Mutual Fund Performance

GLOIX performance across multiple time periods: 1-month -0.81%, YTD -0.25%, 1-year 13.51%, 3-year 9.19%, 5-year 0.31%, 10-year 4.97%.

GLOIX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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