GIZRX Mutual Fund

GIZRX Mutual Fund

NAV$11.08
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+2.60%
3 Months
-3.58%
6 Months
+2.11%
YTD
+3.35%
1 Year
+14.28%
3 Years (annualized)
+2.29%
5 Years (annualized)
+4.16%
10 Years (annualized)
+4.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GIZRX 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
Dow Jones Brookfield Global Infrastructure Index(DJBGIT)
This Mutual Fund (YTD)
+3.35%
Peer Avg (YTD)
+3.92%
vs Peers
-0.56%

GIZRX Mutual Fund Performance

GIZRX performance across multiple time periods: 1-month 2.60%, YTD 3.35%, 1-year 14.28%, 3-year 2.29%, 5-year 4.16%, 10-year 4.14%.

GIZRX returns trail the peer average of 3.92% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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