GFIZX Mutual Fund

GFIZX Mutual Fund

NAV$11.75
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Returns Overview

1 Month
-0.68%
3 Months
+0.95%
6 Months
+1.66%
YTD
+2.37%
1 Year
+6.81%
3 Years (annualized)
+7.21%
5 Years (annualized)
+3.24%
10 Years (annualized)
+4.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GFIZX 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)
+2.37%
Peer Avg (YTD)
+3.39%
vs Peers
-1.02%

GFIZX Mutual Fund Performance

GFIZX performance across multiple time periods: 1-month -0.68%, YTD 2.37%, 1-year 6.81%, 3-year 7.21%, 5-year 3.24%, 10-year 4.20%.

GFIZX returns trail the peer average of 3.39% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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