GSZAX Mutual Fund

NAV$9.57

Returns Overview

1 Month
-0.42%
3 Months
-0.31%
6 Months
-1.64%
YTD
-1.54%
1 Year
+6.93%
3 Years (annualized)
+8.19%
5 Years (annualized)
+4.69%
10 Years (annualized)
+3.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSZAX 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
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
-1.54%
Peer Avg (YTD)
+3.23%
vs Peers
-4.77%

GSZAX Mutual Fund Performance

GSZAX performance across multiple time periods: 1-month -0.42%, YTD -1.54%, 1-year 6.93%, 3-year 8.19%, 5-year 4.69%, 10-year 3.76%.

GSZAX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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