DZNJX Mutual Fund

NAV$11.71

Returns Overview

1 Month
-0.17%
3 Months
-0.42%
6 Months
+1.62%
YTD
+1.52%
1 Year
+7.34%
3 Years (annualized)
+3.66%
5 Years (annualized)
+0.76%
10 Years (annualized)
+1.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DZNJX 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 US Municipal Index(^BBUMUI)
This Mutual Fund (YTD)
+1.52%
Peer Avg (YTD)
+0.83%
vs Peers
+0.69%

DZNJX Mutual Fund Performance

DZNJX performance across multiple time periods: 1-month -0.17%, YTD 1.52%, 1-year 7.34%, 3-year 3.66%, 5-year 0.76%, 10-year 1.93%.

DZNJX returns outperform the peer average of 0.83% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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