FAZYX Mutual Fund

FAZYX Mutual Fund

NAV$16.87
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Returns Overview

1 Month
+7.49%
3 Months
+2.67%
6 Months
+3.99%
YTD
+11.47%
1 Year
+15.05%
3 Years (annualized)
+12.66%
5 Years (annualized)
+6.47%
10 Years (annualized)
+8.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAZYX 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
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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+11.47%
Peer Avg (YTD)
+6.28%
vs Peers
+5.19%

FAZYX Mutual Fund Performance

FAZYX performance across multiple time periods: 1-month 7.49%, YTD 11.47%, 1-year 15.05%, 3-year 12.66%, 5-year 6.47%, 10-year 8.76%.

FAZYX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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