ZGFAX Mutual Fund

ZGFAX Mutual Fund

NAV$19.92
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Returns Overview

1 Month
+4.41%
3 Months
+6.41%
6 Months
+0.67%
YTD
+0.94%
1 Year
+8.49%
3 Years (annualized)
+10.27%
5 Years (annualized)
+5.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ZGFAX 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
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📉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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+0.94%
Peer Avg (YTD)
+6.23%
vs Peers
-5.30%

ZGFAX Mutual Fund Performance

ZGFAX performance across multiple time periods: 1-month 4.41%, YTD 0.94%, 1-year 8.49%, 3-year 10.27%, 5-year 5.37%.

ZGFAX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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