CZMGX Mutual Fund

CZMGX Mutual Fund

NAV$23.18
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Returns Overview

1 Month
-1.83%
3 Months
+18.67%
6 Months
+7.04%
YTD
+7.35%
1 Year
+15.74%
3 Years (annualized)
+25.61%
5 Years (annualized)
+17.77%

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
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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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+7.35%
Peer Avg (YTD)
+8.97%
vs Peers
-1.62%

CZMGX Mutual Fund Performance

CZMGX performance across multiple time periods: 1-month -1.83%, YTD 7.35%, 1-year 15.74%, 3-year 25.61%, 5-year 17.77%.

CZMGX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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