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Mondrian Global Listed Infrastructure Fund (MGIFX) Sharpe Ratio

Mutual Fund · Currency in USD · Last updated Aug 4, 2026

The investment seeks long-term total return. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of infrastructure companies listed on a domestic or foreign exchange. It will normally invest in at least three countries, including the U.S., and invests at least 40% of its total assets in securities of non-U.S. companies. It may invest in securities issued in any currency and may utilize derivatives, principally forward foreign currency exchange contracts, to seek to hedge (i.e. offset) currency risk.

Sharpe ratio is not yet available for MGIFX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar mutual funds

The table compares Mondrian Global Listed Infrastructure Fund's Sharpe Ratio with other mutual funds in the Infrastructure Equities, Energy Equities category across multiple time periods, showing how MGIFX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Aug 4, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
RSNYXVictory Global Energy Transition Fund Class Y3.19
RSNRXVictory Global Energy Transition Fund3.17
RMLPXRecurrent MLP & Infrastructure Fund2.60
VGELXVanguard Energy Opportunities Fund Admiral Shares2.55
VGENXVanguard Energy Opportunities Fund Investor Shares2.54
FRNRXFranklin Natural Resources Fund2.50
IEYYXDelaware Ivy Energy Fund2.50
GAGEXGuinness Atkinson Global Energy Fund2.44
FSENXFidelity Select Energy Portfolio2.38
IGNAXDelaware Ivy Natural Resources Fund2.33
MGIFXMondrian Global Listed Infrastructure Fund—
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Historical Sharpe Ratio

The chart shows MGIFX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when MGIFX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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