CZMGX Mutual Fund

CZMGX Mutual Fund

NAV$22.67
See how much of CZMGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.42%
3 Months
+2.78%
6 Months
+7.10%
YTD
+5.82%
1 Year
+11.51%
3 Years (annualized)
+19.97%
5 Years (annualized)
+11.23%
10 Years (annualized)
+15.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CZMGX 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

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+5.82%
Peer Avg (YTD)
+6.23%
vs Peers
-0.41%

CZMGX Mutual Fund Performance

CZMGX performance across multiple time periods: 1-month -1.42%, YTD 5.82%, 1-year 11.51%, 3-year 19.97%, 5-year 11.23%, 10-year 15.85%.

CZMGX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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