ZGFIX Mutual Fund

ZGFIX Mutual Fund

NAV$19.25
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Returns Overview

1 Month
-6.10%
3 Months
+0.43%
6 Months
+6.47%
YTD
-2.90%
1 Year
+0.56%
3 Years (annualized)
+11.79%
5 Years (annualized)
+5.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ZGFIX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
-2.90%
Peer Avg (YTD)
+8.68%
vs Peers
-11.58%

ZGFIX Mutual Fund Performance

ZGFIX performance across multiple time periods: 1-month -6.10%, YTD -2.90%, 1-year 0.56%, 3-year 11.79%, 5-year 5.77%.

ZGFIX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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