ZGFAX Mutual Fund

NAV$18.56

Returns Overview

1 Month
+0.16%
3 Months
+5.98%
6 Months
-3.23%
YTD
-3.33%
1 Year
+1.14%
3 Years (annualized)
+9.54%
5 Years (annualized)
+4.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ZGFAX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
-3.33%
Peer Avg (YTD)
+8.97%
vs Peers
-12.30%

ZGFAX Mutual Fund Performance

ZGFAX performance across multiple time periods: 1-month 0.16%, YTD -3.33%, 1-year 1.14%, 3-year 9.54%, 5-year 4.99%.

ZGFAX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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