FAZAX Mutual Fund

FAZAX Mutual Fund

NAV$17.71
See how much of FAZAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.43%
3 Months
+2.13%
6 Months
+8.67%
YTD
+15.15%
1 Year
+23.15%
3 Years (annualized)
+19.47%
5 Years (annualized)
+10.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAZAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Fidelity Freedom 2065 Composite Index
This Mutual Fund (YTD)
+15.15%
Peer Avg (YTD)
+8.76%
vs Peers
+6.39%

FAZAX Mutual Fund Performance

FAZAX performance across multiple time periods: 1-month 2.43%, YTD 15.15%, 1-year 23.15%, 3-year 19.47%, 5-year 10.04%.

FAZAX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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