GSZCX Mutual Fund

GSZCX Mutual Fund

NAV$9.56
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Returns Overview

1 Month
+0.68%
3 Months
+2.84%
6 Months
+1.37%
YTD
+1.26%
1 Year
+6.18%
3 Years (annualized)
+7.42%
5 Years (annualized)
+3.90%
10 Years (annualized)
+2.97%

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
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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
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+1.26%
Peer Avg (YTD)
+3.23%
vs Peers
-1.96%

GSZCX Mutual Fund Performance

GSZCX performance across multiple time periods: 1-month 0.68%, YTD 1.26%, 1-year 6.18%, 3-year 7.42%, 5-year 3.90%, 10-year 2.97%.

GSZCX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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