ETFZX Mutual Fund

ETFZX Mutual Fund

NAV$18.20
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Returns Overview

1 Month
-0.72%
3 Months
+2.28%
6 Months
+3.81%
YTD
+5.39%
1 Year
+12.09%
3 Years (annualized)
+6.68%
5 Years (annualized)
+3.55%
10 Years (annualized)
+5.61%

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)
+5.39%
Peer Avg (YTD)
+5.54%
vs Peers
-0.14%

ETFZX Mutual Fund Performance

ETFZX performance across multiple time periods: 1-month -0.72%, YTD 5.39%, 1-year 12.09%, 3-year 6.68%, 5-year 3.55%, 10-year 5.61%.

ETFZX returns trail the peer average of 5.54% YTD. With an expense ratio of 2.78%, 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.