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Mondrian Global Listed Infrastructure Fund (MGIFX) Sortino Ratio

Mutual Fund · Currency in USD · Last updated Jun 25, 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.

Sortino 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 Sortino Ratio with other mutual funds in the 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 Jun 25, 2026.

SymbolName1Y Sortino Ratio5Y Sortino Ratio10Y Sortino RatioAll Time Sortino Ratio
RSNYXVictory Global Energy Transition Fund Class Y4.47
MLOZXCohen & Steers MLP & Energy Opportunity Fund, Inc.4.46
RSNRXVictory Global Energy Transition Fund4.45
IEYYXDelaware Ivy Energy Fund3.73
EIPIXEIP Growth and Income Fund (NEW)3.41
GOFIXGMO Resources Fund3.26
FRNRXFranklin Natural Resources Fund3.15
OEPIXOil Equipment & Services UltraSector ProFund3.11
RMLPXRecurrent MLP & Infrastructure Fund3.05
RYVIXRydex Energy Services Fund3.03
MGIFXMondrian Global Listed Infrastructure Fund—

S&P 500 Index

How to choose period

Historical Sortino Ratio

The chart shows MGIFX's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. 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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