ETFZX Mutual Fund

ETFZX Mutual Fund

NAV$17.40
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Returns Overview

1 Month
-2.70%
3 Months
-1.89%
6 Months
+0.34%
YTD
+3.40%
1 Year
+1.38%
3 Years (annualized)
+7.95%
5 Years (annualized)
+2.90%
10 Years (annualized)
+5.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETFZX 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
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📉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 3000 Total Return Index(^RUATR)
This Mutual Fund (YTD)
+3.40%
Peer Avg (YTD)
+5.30%
vs Peers
-1.90%

ETFZX Mutual Fund Performance

ETFZX performance across multiple time periods: 1-month -2.70%, YTD 3.40%, 1-year 1.38%, 3-year 7.95%, 5-year 2.90%, 10-year 5.58%.

ETFZX returns trail the peer average of 5.30% YTD. With an expense ratio of 2.79%, investors should weigh costs against performance when evaluating this mutual fund.

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