GCOZX Mutual Fund

GCOZX Mutual Fund

NAV$14.81
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.21%
3 Months
+11.72%
6 Months
+8.81%
YTD
+8.32%
1 Year
+16.65%
3 Years (annualized)
+14.37%
5 Years (annualized)
+6.72%
10 Years (annualized)
+9.14%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+8.32%
Peer Avg (YTD)
+5.93%
vs Peers
+2.39%

GCOZX Mutual Fund Performance

GCOZX performance across multiple time periods: 1-month 0.21%, YTD 8.32%, 1-year 16.65%, 3-year 14.37%, 5-year 6.72%, 10-year 9.14%.

GCOZX returns outperform the peer average of 5.93% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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