GFSZX Mutual Fund

GFSZX Mutual Fund

NAV$9.24
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Returns Overview

1 Month
+0.55%
3 Months
+2.11%
6 Months
+4.30%
YTD
+3.60%
1 Year
+5.05%
3 Years (annualized)
+5.86%
5 Years (annualized)
+4.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GFSZX 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
Bloomberg Barclays 1-3 Month Treasury Bill Index(I00078US)
This Mutual Fund (YTD)
+3.60%
Peer Avg (YTD)
+5.40%
vs Peers
-1.80%

GFSZX Mutual Fund Performance

GFSZX performance across multiple time periods: 1-month 0.55%, YTD 3.60%, 1-year 5.05%, 3-year 5.86%, 5-year 4.37%.

GFSZX returns trail the peer average of 5.40% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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