GGEZX Mutual Fund

GGEZX Mutual Fund

NAV$27.28
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Returns Overview

1 Month
+1.82%
3 Months
+2.68%
6 Months
+19.77%
YTD
+7.05%
1 Year
+16.27%
3 Years (annualized)
+17.54%
5 Years (annualized)
+6.76%
10 Years (annualized)
+14.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GGEZX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+7.05%
Peer Avg (YTD)
+8.68%
vs Peers
-1.63%

GGEZX Mutual Fund Performance

GGEZX performance across multiple time periods: 1-month 1.82%, YTD 7.05%, 1-year 16.27%, 3-year 17.54%, 5-year 6.76%, 10-year 14.39%.

GGEZX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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