BLZIX Mutual Fund

BLZIX Mutual Fund

NAV$14.60
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Returns Overview

1 Month
+4.10%
3 Months
-2.03%
6 Months
+9.16%
YTD
+25.53%
1 Year
+39.62%
3 Years (annualized)
+23.14%
5 Years (annualized)
+7.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BLZIX 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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+25.53%
Peer Avg (YTD)
+20.14%
vs Peers
+5.39%

BLZIX Mutual Fund Performance

BLZIX performance across multiple time periods: 1-month 4.10%, YTD 25.53%, 1-year 39.62%, 3-year 23.14%, 5-year 7.78%.

BLZIX returns outperform the peer average of 20.14% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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