GEIZX Mutual Fund

GEIZX Mutual Fund

NAV$20.08
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Returns Overview

1 Month
+2.12%
3 Months
+0.76%
6 Months
+17.28%
YTD
+6.90%
1 Year
+7.85%
3 Years (annualized)
+20.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GEIZX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+6.90%
Peer Avg (YTD)
+8.68%
vs Peers
-1.78%

GEIZX Mutual Fund Performance

GEIZX performance across multiple time periods: 1-month 2.12%, YTD 6.90%, 1-year 7.85%, 3-year 20.53%.

GEIZX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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