GMOZX Mutual Fund

NAV$17.23

Returns Overview

1 Month
-0.17%
3 Months
-1.09%
6 Months
-0.35%
YTD
+0.17%
1 Year
+5.83%
3 Years (annualized)
+8.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMOZX 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
MarkitiBoxx USD Liquid High Yield Index
This Mutual Fund (YTD)
+0.17%
Peer Avg (YTD)
+3.23%
vs Peers
-3.05%

GMOZX Mutual Fund Performance

GMOZX performance across multiple time periods: 1-month -0.17%, YTD 0.17%, 1-year 5.83%, 3-year 8.81%.

GMOZX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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