ZGFIX Mutual Fund

NAV$18.64

Returns Overview

1 Month
+0.21%
3 Months
+6.01%
6 Months
-3.21%
YTD
-3.31%
1 Year
+1.19%
3 Years (annualized)
+9.66%
5 Years (annualized)
+5.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ZGFIX 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)
-3.31%
Peer Avg (YTD)
+8.97%
vs Peers
-12.28%

ZGFIX Mutual Fund Performance

ZGFIX performance across multiple time periods: 1-month 0.21%, YTD -3.31%, 1-year 1.19%, 3-year 9.66%, 5-year 5.16%.

ZGFIX 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.

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