GFIZX Mutual Fund

GFIZX Mutual Fund

NAV$11.78
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Returns Overview

1 Month
+0.17%
3 Months
+4.45%
6 Months
+3.08%
YTD
+3.08%
1 Year
+7.54%
3 Years (annualized)
+6.39%
5 Years (annualized)
+2.63%
10 Years (annualized)
+4.00%

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
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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+3.08%
Peer Avg (YTD)
+4.14%
vs Peers
-1.07%

GFIZX Mutual Fund Performance

GFIZX performance across multiple time periods: 1-month 0.17%, YTD 3.08%, 1-year 7.54%, 3-year 6.39%, 5-year 2.63%, 10-year 4.00%.

GFIZX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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