GAOZX Mutual Fund

GAOZX Mutual Fund

NAV$21.74
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Returns Overview

1 Month
-1.77%
3 Months
-0.47%
6 Months
+7.85%
YTD
+3.84%
1 Year
+6.00%
3 Years (annualized)
+12.14%
5 Years (annualized)
+4.34%
10 Years (annualized)
+7.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GAOZX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Global Aggregate (USD Unhedged(^BBGAUSUNH)
This Mutual Fund (YTD)
+3.84%
Peer Avg (YTD)
+4.96%
vs Peers
-1.13%

GAOZX Mutual Fund Performance

GAOZX performance across multiple time periods: 1-month -1.77%, YTD 3.84%, 1-year 6.00%, 3-year 12.14%, 5-year 4.34%, 10-year 7.03%.

GAOZX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

GAOZX vs another fund shows side-by-side returns. GAOZX alternatives are available in the Mutual Fund Screener.