GMOZX Mutual Fund

GMOZX Mutual Fund

NAV$17.36
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Returns Overview

1 Month
-0.26%
3 Months
+0.49%
6 Months
+1.19%
YTD
+1.66%
1 Year
+5.26%
3 Years (annualized)
+8.26%
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
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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
MarkitiBoxx USD Liquid High Yield Index
This Mutual Fund (YTD)
+1.66%
Peer Avg (YTD)
+0.12%
vs Peers
+1.54%

GMOZX Mutual Fund Performance

GMOZX performance across multiple time periods: 1-month -0.26%, YTD 1.66%, 1-year 5.26%, 3-year 8.26%, 5-year 4.64%.

GMOZX returns outperform the peer average of 0.12% 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.