GSZUX Mutual Fund

GSZUX Mutual Fund

NAV$9.47
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Returns Overview

1 Month
-1.17%
3 Months
-0.34%
6 Months
+2.87%
YTD
+1.54%
1 Year
+4.66%
3 Years (annualized)
+8.19%
5 Years (annualized)
+5.05%
10 Years (annualized)
+3.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSZUX 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
PROUpgrade to run
🏦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
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+1.54%
Peer Avg (YTD)
+0.50%
vs Peers
+1.04%

GSZUX Mutual Fund Performance

GSZUX performance across multiple time periods: 1-month -1.17%, YTD 1.54%, 1-year 4.66%, 3-year 8.19%, 5-year 5.05%, 10-year 3.97%.

GSZUX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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