GCOZX Mutual Fund

GCOZX Mutual Fund

NAV$14.75
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Returns Overview

1 Month
-0.82%
3 Months
+2.99%
6 Months
+5.86%
YTD
+7.43%
1 Year
+15.35%
3 Years (annualized)
+13.12%
5 Years (annualized)
+6.44%
10 Years (annualized)
+8.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GCOZX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+7.43%
Peer Avg (YTD)
+5.79%
vs Peers
+1.63%

GCOZX Mutual Fund Performance

GCOZX performance across multiple time periods: 1-month -0.82%, YTD 7.43%, 1-year 15.35%, 3-year 13.12%, 5-year 6.44%, 10-year 8.66%.

GCOZX returns outperform the peer average of 5.79% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

GCOZX vs another fund shows side-by-side returns. GCOZX alternatives are available in the Mutual Fund Screener.