GSZUX Mutual Fund

NAV$9.58

Returns Overview

1 Month
-0.31%
3 Months
-0.21%
6 Months
-1.64%
YTD
-1.44%
1 Year
+7.40%
3 Years (annualized)
+8.59%
5 Years (annualized)
+5.04%
10 Years (annualized)
+4.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSZUX 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)
-1.44%
Peer Avg (YTD)
+3.23%
vs Peers
-4.67%

GSZUX Mutual Fund Performance

GSZUX performance across multiple time periods: 1-month -0.31%, YTD -1.44%, 1-year 7.40%, 3-year 8.59%, 5-year 5.04%, 10-year 4.11%.

GSZUX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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