GSZIX Mutual Fund

GSZIX Mutual Fund

NAV$9.61
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Returns Overview

1 Month
+0.76%
3 Months
+3.11%
6 Months
+1.89%
YTD
+1.78%
1 Year
+7.28%
3 Years (annualized)
+8.58%
5 Years (annualized)
+5.03%
10 Years (annualized)
+4.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSZIX 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)
+1.78%
Peer Avg (YTD)
+3.23%
vs Peers
-1.45%

GSZIX Mutual Fund Performance

GSZIX performance across multiple time periods: 1-month 0.76%, YTD 1.78%, 1-year 7.28%, 3-year 8.58%, 5-year 5.03%, 10-year 4.09%.

GSZIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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