GMZPX Mutual Fund

NAV$36.87

Returns Overview

1 Month
-3.83%
3 Months
+14.42%
6 Months
+1.75%
YTD
+2.15%
1 Year
+13.49%
3 Years (annualized)
+20.30%
5 Years (annualized)
+11.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMZPX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+2.15%
Peer Avg (YTD)
+8.97%
vs Peers
-6.83%

GMZPX Mutual Fund Performance

GMZPX performance across multiple time periods: 1-month -3.83%, YTD 2.15%, 1-year 13.49%, 3-year 20.30%, 5-year 11.87%.

GMZPX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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