GIZSX Mutual Fund

GIZSX Mutual Fund

NAV$11.10
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Returns Overview

1 Month
+2.76%
3 Months
-3.50%
6 Months
+2.31%
YTD
+3.51%
1 Year
+14.77%
3 Years (annualized)
+2.82%
5 Years (annualized)
+4.67%
10 Years (annualized)
+4.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GIZSX 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)
+3.51%
Peer Avg (YTD)
+3.92%
vs Peers
-0.41%

GIZSX Mutual Fund Performance

GIZSX performance across multiple time periods: 1-month 2.76%, YTD 3.51%, 1-year 14.77%, 3-year 2.82%, 5-year 4.67%, 10-year 4.66%.

GIZSX 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.

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