GMOZX Mutual Fund

GMOZX Mutual Fund

NAV$17.01
See how much of GMOZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.87%
3 Months
+0.90%
6 Months
+2.01%
YTD
+2.54%
1 Year
+4.98%
3 Years (annualized)
+7.02%
5 Years (annualized)
+4.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMOZX 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
MarkitiBoxx USD Liquid High Yield Index
This Mutual Fund (YTD)
+2.54%
Peer Avg (YTD)
+2.15%
vs Peers
+0.39%

GMOZX Mutual Fund Performance

GMOZX performance across multiple time periods: 1-month 0.87%, YTD 2.54%, 1-year 4.98%, 3-year 7.02%, 5-year 4.64%.

GMOZX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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