GMZPX Mutual Fund

GMZPX Mutual Fund

NAV$36.99
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Returns Overview

1 Month
-4.63%
3 Months
-1.94%
6 Months
-0.62%
YTD
-2.59%
1 Year
+5.03%
3 Years (annualized)
+17.36%
5 Years (annualized)
+10.08%
10 Years (annualized)
+15.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMZPX 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
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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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-2.59%
Peer Avg (YTD)
+6.23%
vs Peers
-8.82%

GMZPX Mutual Fund Performance

GMZPX performance across multiple time periods: 1-month -4.63%, YTD -2.59%, 1-year 5.03%, 3-year 17.36%, 5-year 10.08%, 10-year 15.25%.

GMZPX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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