GSZRX Mutual Fund

GSZRX Mutual Fund

NAV$9.42
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Returns Overview

1 Month
+1.10%
3 Months
+1.57%
6 Months
+2.16%
YTD
+2.36%
1 Year
+5.50%
3 Years (annualized)
+7.54%
5 Years (annualized)
+4.42%
10 Years (annualized)
+3.33%

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
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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)
+2.36%
Peer Avg (YTD)
+2.15%
vs Peers
+0.20%

GSZRX Mutual Fund Performance

GSZRX performance across multiple time periods: 1-month 1.10%, YTD 2.36%, 1-year 5.50%, 3-year 7.54%, 5-year 4.42%, 10-year 3.33%.

GSZRX returns outperform the peer average of 2.15% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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