CZA ETF

CZA ETF
$120.26
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Returns Overview

1 Month
-0.58%
3 Months
+6.67%
6 Months
+5.84%
YTD
+11.99%
1 Year
+16.04%
3 Years (annualized)
+13.64%
5 Years (annualized)
+7.23%
10 Years (annualized)
+10.48%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would CZA 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
Zacks Mid-Cap Core Index(ZAXMC)
This ETF (YTD)
+11.99%
Peer Avg (YTD)
+9.89%
vs Peers
+2.09%

CZA ETF Performance

CZA performance across multiple time periods: 1-month -0.58%, YTD 11.99%, 1-year 16.04%, 3-year 13.64%, 5-year 7.23%, 10-year 10.48%.

CZA returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this ETF.

CZA vs another fund shows side-by-side returns. CZA alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.58%N/A
3 Months+6.67%N/A
6 Months+5.84%N/A
1 Year+16.04%N/A
3 Years+13.64%N/A
5 Years+7.23%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized