GDMZX Mutual Fund

NAV$12.53

Returns Overview

1 Month
-0.21%
3 Months
+8.54%
6 Months
+5.85%
YTD
+5.66%
1 Year
+12.94%
3 Years (annualized)
+10.53%
5 Years (annualized)
+5.96%
10 Years (annualized)
+7.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GDMZX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Month Treasury Bill Index(I00078US)
This Mutual Fund (YTD)
+5.66%
Peer Avg (YTD)
+5.93%
vs Peers
-0.27%

GDMZX Mutual Fund Performance

GDMZX performance across multiple time periods: 1-month -0.21%, YTD 5.66%, 1-year 12.94%, 3-year 10.53%, 5-year 5.96%, 10-year 7.87%.

GDMZX returns trail the peer average of 5.93% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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