CZMGX Mutual Fund

CZMGX Mutual Fund

NAV$23.67
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Returns Overview

1 Month
+3.16%
3 Months
-0.17%
6 Months
+15.09%
YTD
+9.16%
1 Year
+13.89%
3 Years (annualized)
+21.65%
5 Years (annualized)
+11.25%
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
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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)
+9.16%
Peer Avg (YTD)
+8.51%
vs Peers
+0.65%

CZMGX Mutual Fund Performance

CZMGX performance across multiple time periods: 1-month 3.16%, YTD 9.16%, 1-year 13.89%, 3-year 21.65%, 5-year 11.25%, 10-year 15.85%.

CZMGX returns outperform the peer average of 8.51% 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.