FAMZX Mutual Fund

FAMZX Mutual Fund

NAV$10.23
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Returns Overview

1 Month
+0.35%
3 Months
+0.58%
6 Months
+1.08%
YTD
+1.18%
1 Year
+3.01%
3 Years (annualized)
+4.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAMZX 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
BBG US 6 - 9 Month Index(^BBGUS6-9M)
This Mutual Fund (YTD)
+1.18%
Peer Avg (YTD)
+0.12%
vs Peers
+1.06%

FAMZX Mutual Fund Performance

FAMZX performance across multiple time periods: 1-month 0.35%, YTD 1.18%, 1-year 3.01%, 3-year 4.24%.

FAMZX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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