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Mondrian Global Listed Infrastructure Fund (MGIFX) Sortino Ratio

Mutual Fund · Currency in USD · Last updated Jul 15, 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 Jul 15, 2026.

SymbolName1Y Sortino Ratio5Y Sortino Ratio10Y Sortino RatioAll Time Sortino Ratio
MLOZXCohen & Steers MLP & Energy Opportunity Fund, Inc.4.46
RSNYXVictory Global Energy Transition Fund Class Y3.60
RSNRXVictory Global Energy Transition Fund3.59
EIPIXEIP Growth and Income Fund (NEW)3.58
IEYYXDelaware Ivy Energy Fund3.26
RMLPXRecurrent MLP & Infrastructure Fund3.26
VLPIXVirtus Duff & Phelps Select MLP and Energy Fund3.23
MLPTXInvesco SteelPath MLP Select 40 Fund3.17
VGELXVanguard Energy Fund Admiral Shares3.17
VGENXVanguard Energy Opportunities Fund Investor Shares3.15
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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