GMHZX Mutual Fund

GMHZX Mutual Fund

NAV$13.00
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

3 Months
+9.49%
6 Months
+7.65%
YTD
+7.38%
1 Year
+15.81%
3 Years (annualized)
+12.89%
5 Years (annualized)
+6.54%
10 Years (annualized)
+9.13%

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
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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.38%
Peer Avg (YTD)
+7.64%
vs Peers
-0.26%

GMHZX Mutual Fund Performance

GMHZX performance across multiple time periods: YTD 7.38%, 1-year 15.81%, 3-year 12.89%, 5-year 6.54%, 10-year 9.13%.

GMHZX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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