GEQZX Mutual Fund

GEQZX Mutual Fund

NAV$76.46
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Returns Overview

1 Month
+2.75%
3 Months
+1.46%
6 Months
+11.75%
YTD
+12.31%
1 Year
+19.42%
3 Years (annualized)
+20.32%
5 Years (annualized)
+12.04%
10 Years (annualized)
+14.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GEQZX 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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.31%
Peer Avg (YTD)
+11.21%
vs Peers
+1.10%

GEQZX Mutual Fund Performance

GEQZX performance across multiple time periods: 1-month 2.75%, YTD 12.31%, 1-year 19.42%, 3-year 20.32%, 5-year 12.04%, 10-year 14.79%.

GEQZX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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