GIZFX Mutual Fund

GIZFX Mutual Fund

NAV$11.10
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Returns Overview

1 Month
+2.67%
3 Months
-3.57%
6 Months
+2.31%
YTD
+3.43%
1 Year
+14.77%
3 Years (annualized)
+2.80%
5 Years (annualized)
+4.66%
10 Years (annualized)
+4.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GIZFX 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
Dow Jones Brookfield Global Infrastructure Index(DJBGIT)
This Mutual Fund (YTD)
+3.43%
Peer Avg (YTD)
+3.92%
vs Peers
-0.49%

GIZFX Mutual Fund Performance

GIZFX performance across multiple time periods: 1-month 2.67%, YTD 3.43%, 1-year 14.77%, 3-year 2.80%, 5-year 4.66%, 10-year 4.66%.

GIZFX returns trail the peer average of 3.92% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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