GFSZX Mutual Fund

GFSZX Mutual Fund

NAV$9.17
See how much of GFSZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.22%
3 Months
+3.63%
6 Months
+3.05%
YTD
+2.70%
1 Year
+5.83%
3 Years (annualized)
+6.09%
5 Years (annualized)
+4.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GFSZX 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
Bloomberg Barclays 1-3 Month Treasury Bill Index(I00078US)
This Mutual Fund (YTD)
+2.70%
Peer Avg (YTD)
+2.39%
vs Peers
+0.31%

GFSZX Mutual Fund Performance

GFSZX performance across multiple time periods: 1-month 1.22%, YTD 2.70%, 1-year 5.83%, 3-year 6.09%, 5-year 4.44%.

GFSZX returns outperform the peer average of 2.39% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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