GMHZX Mutual Fund

GMHZX Mutual Fund

NAV$12.72
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Returns Overview

1 Month
+1.65%
3 Months
+1.09%
6 Months
+5.37%
YTD
+8.55%
1 Year
+14.05%
3 Years (annualized)
+13.16%
5 Years (annualized)
+6.18%
10 Years (annualized)
+8.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMHZX 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
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📉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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.55%
Peer Avg (YTD)
+8.76%
vs Peers
-0.21%

GMHZX Mutual Fund Performance

GMHZX performance across multiple time periods: 1-month 1.65%, YTD 8.55%, 1-year 14.05%, 3-year 13.16%, 5-year 6.18%, 10-year 8.74%.

GMHZX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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