GSZRX Mutual Fund

NAV$9.57
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.82%
3 Months
+3.08%
6 Months
+1.61%
YTD
+1.61%
1 Year
+6.80%
3 Years (annualized)
+7.94%
5 Years (annualized)
+4.44%
10 Years (annualized)
+3.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSZRX 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
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+1.61%
Peer Avg (YTD)
+3.23%
vs Peers
-1.62%

GSZRX Mutual Fund Performance

GSZRX performance across multiple time periods: 1-month 0.82%, YTD 1.61%, 1-year 6.80%, 3-year 7.94%, 5-year 4.44%, 10-year 3.49%.

GSZRX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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