GIEZX Mutual Fund

GIEZX Mutual Fund

NAV$17.06
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Returns Overview

1 Month
-3.00%
3 Months
+0.47%
6 Months
+9.94%
YTD
+7.26%
1 Year
+10.60%
3 Years (annualized)
+17.22%
5 Years (annualized)
+8.12%
10 Years (annualized)
+9.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GIEZX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+7.26%
Peer Avg (YTD)
+9.29%
vs Peers
-2.03%

GIEZX Mutual Fund Performance

GIEZX performance across multiple time periods: 1-month -3.00%, YTD 7.26%, 1-year 10.60%, 3-year 17.22%, 5-year 8.12%, 10-year 9.02%.

GIEZX returns trail the peer average of 9.29% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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