FAZTX Mutual Fund

FAZTX Mutual Fund

NAV$9.52
See how much of FAZTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.60%
3 Months
-1.56%
6 Months
-1.84%
YTD
+0.13%
1 Year
+4.61%
3 Years (annualized)
+3.19%
5 Years (annualized)
-0.12%
10 Years (annualized)
+1.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAZTX 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
S&P Municipal Bond Arizona Index(^SPMBAI)
This Mutual Fund (YTD)
+0.13%
Peer Avg (YTD)
+0.15%
vs Peers
-0.02%

FAZTX Mutual Fund Performance

FAZTX performance across multiple time periods: 1-month -0.60%, YTD 0.13%, 1-year 4.61%, 3-year 3.19%, 5-year -0.12%, 10-year 1.47%.

FAZTX returns trail the peer average of 0.15% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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