ZGFAX Mutual Fund

ZGFAX Mutual Fund

NAV$18.63
See how much of ZGFAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.47%
3 Months
+7.16%
6 Months
+5.96%
YTD
+3.43%
1 Year
+9.64%
3 Years (annualized)
+11.68%
5 Years (annualized)
+5.61%

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
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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+3.43%
Peer Avg (YTD)
+8.51%
vs Peers
-5.08%

ZGFAX Mutual Fund Performance

ZGFAX performance across multiple time periods: 1-month 2.47%, YTD 3.43%, 1-year 9.64%, 3-year 11.68%, 5-year 5.61%.

ZGFAX returns trail the peer average of 8.51% 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.