GAOZX Mutual Fund

NAV$21.59

Returns Overview

1 Month
-1.14%
3 Months
-0.05%
6 Months
-0.09%
YTD
+1.74%
1 Year
+10.24%
3 Years (annualized)
+11.11%
5 Years (annualized)
+2.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GAOZX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg Barclays Global Aggregate (USD Unhedged(^BBGAUSUNH)
This Mutual Fund (YTD)
+1.74%
Peer Avg (YTD)
+5.87%
vs Peers
-4.12%

GAOZX Mutual Fund Performance

GAOZX performance across multiple time periods: 1-month -1.14%, YTD 1.74%, 1-year 10.24%, 3-year 11.11%, 5-year 2.61%.

GAOZX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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