GZIRX Mutual Fund

GZIRX Mutual Fund

NAV$9.58
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Returns Overview

1 Month
-0.31%
3 Months
+1.59%
6 Months
+1.53%
YTD
+1.53%
1 Year
+6.29%
3 Years (annualized)
+7.94%
5 Years (annualized)
+4.86%
10 Years (annualized)
+3.83%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+1.53%
Peer Avg (YTD)
+0.12%
vs Peers
+1.41%

GZIRX Mutual Fund Performance

GZIRX performance across multiple time periods: 1-month -0.31%, YTD 1.53%, 1-year 6.29%, 3-year 7.94%, 5-year 4.86%, 10-year 3.83%.

GZIRX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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