GMTZX Mutual Fund

NAV$10.83
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

3 Months
+6.12%
6 Months
+4.88%
YTD
+4.78%
1 Year
+10.72%
3 Years (annualized)
+9.12%
5 Years (annualized)
+4.18%
10 Years (annualized)
+5.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMTZX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+4.78%
Peer Avg (YTD)
+7.64%
vs Peers
-2.86%

GMTZX Mutual Fund Performance

GMTZX performance across multiple time periods: YTD 4.78%, 1-year 10.72%, 3-year 9.12%, 5-year 4.18%, 10-year 5.90%.

GMTZX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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