GMZPX Mutual Fund

GMZPX Mutual Fund

NAV$37.59
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Returns Overview

1 Month
+1.83%
3 Months
+0.46%
6 Months
+14.95%
YTD
+2.61%
1 Year
+3.12%
3 Years (annualized)
+19.37%
5 Years (annualized)
+9.77%
10 Years (annualized)
+15.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMZPX 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)
+2.61%
Peer Avg (YTD)
+8.68%
vs Peers
-6.07%

GMZPX Mutual Fund Performance

GMZPX performance across multiple time periods: 1-month 1.83%, YTD 2.61%, 1-year 3.12%, 3-year 19.37%, 5-year 9.77%, 10-year 15.25%.

GMZPX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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