GGEZX Mutual Fund

NAV$26.34

Returns Overview

1 Month
-3.31%
3 Months
+14.33%
6 Months
+1.83%
YTD
+2.18%
1 Year
+20.13%
3 Years (annualized)
+26.70%
5 Years (annualized)
+18.23%
10 Years (annualized)
+22.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GGEZX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+2.18%
Peer Avg (YTD)
+8.97%
vs Peers
-6.79%

GGEZX Mutual Fund Performance

GGEZX performance across multiple time periods: 1-month -3.31%, YTD 2.18%, 1-year 20.13%, 3-year 26.70%, 5-year 18.23%, 10-year 22.16%.

GGEZX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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