GZIRX Mutual Fund

NAV$9.60
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Returns Overview

1 Month
+0.86%
3 Months
+3.20%
6 Months
+1.85%
YTD
+1.85%
1 Year
+7.31%
3 Years (annualized)
+8.50%
5 Years (annualized)
+4.95%
10 Years (annualized)
+4.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GZIRX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+1.85%
Peer Avg (YTD)
+3.23%
vs Peers
-1.38%

GZIRX Mutual Fund Performance

GZIRX performance across multiple time periods: 1-month 0.86%, YTD 1.85%, 1-year 7.31%, 3-year 8.50%, 5-year 4.95%, 10-year 4.02%.

GZIRX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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