GCOZX Mutual Fund

GCOZX Mutual Fund

NAV$14.64
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Returns Overview

1 Month
-1.56%
3 Months
-0.41%
6 Months
+11.26%
YTD
+7.88%
1 Year
+10.29%
3 Years (annualized)
+14.77%
5 Years (annualized)
+6.49%
10 Years (annualized)
+8.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GCOZX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+7.88%
Peer Avg (YTD)
+5.22%
vs Peers
+2.65%

GCOZX Mutual Fund Performance

GCOZX performance across multiple time periods: 1-month -1.56%, YTD 7.88%, 1-year 10.29%, 3-year 14.77%, 5-year 6.49%, 10-year 8.77%.

GCOZX returns outperform the peer average of 5.22% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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