AAZCX Mutual Fund

NAV$9.85

Returns Overview

1 Month
-1.40%
3 Months
-2.55%
6 Months
-2.38%
YTD
-2.55%
1 Year
+0.90%
3 Years (annualized)
+0.69%
5 Years (annualized)
+0.51%
10 Years (annualized)
+0.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAZCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
-2.55%
Peer Avg (YTD)
-1.27%
vs Peers
-1.28%

AAZCX Mutual Fund Performance

AAZCX performance across multiple time periods: 1-month -1.40%, YTD -2.55%, 1-year 0.90%, 3-year 0.69%, 5-year 0.51%, 10-year 0.98%.

AAZCX returns trail the peer average of -1.27% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

AAZCX performance comparison shows side-by-side returns with another fund. AAZCX alternatives are available in the Mutual Fund Screener.