ZTAX ETF

ZTAX ETF
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Returns Overview

1 Month
-1.86%
3 Months
+0.27%
6 Months
+0.51%
YTD
+1.70%
1 Year
+6.92%
3 Years (annualized)
+4.53%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would ZTAX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This ETF (YTD)
+1.70%
Peer Avg (YTD)
+0.23%
vs Peers
+1.47%

ZTAX ETF Performance

ZTAX performance across multiple time periods: 1-month -1.86%, YTD 1.70%, 1-year 6.92%, 3-year 4.53%.

ZTAX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this ETF.

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

Compare ZTAX

ZTAX vs SPYZTAX vs QQQZTAX vs VOOZTAX vs VTIZTAX vs IVVZTAX vs SCHDZTAX vs VYMZTAX vs VXUS

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-1.86%N/A
3 Months+0.27%N/A
6 Months+0.51%N/A
1 Year+6.92%N/A
3 Years+4.53%N/A

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