GSZCX Mutual Fund

GSZCX Mutual Fund

NAV$9.56
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Returns Overview

1 Month
-0.30%
3 Months
+1.44%
6 Months
+1.15%
YTD
+0.96%
1 Year
+5.26%
3 Years (annualized)
+6.89%
5 Years (annualized)
+3.83%
10 Years (annualized)
+2.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSZCX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+0.96%
Peer Avg (YTD)
+0.12%
vs Peers
+0.84%

GSZCX Mutual Fund Performance

GSZCX performance across multiple time periods: 1-month -0.30%, YTD 0.96%, 1-year 5.26%, 3-year 6.89%, 5-year 3.83%, 10-year 2.80%.

GSZCX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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