FAZYX Mutual Fund

NAV$16.09

Returns Overview

1 Month
-3.56%
3 Months
+2.28%
6 Months
+3.91%
YTD
+3.25%
1 Year
+11.70%
3 Years (annualized)
+10.41%
5 Years (annualized)
+5.44%
10 Years (annualized)
+8.57%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.25%
Peer Avg (YTD)
+5.87%
vs Peers
-2.62%

FAZYX Mutual Fund Performance

FAZYX performance across multiple time periods: 1-month -3.56%, YTD 3.25%, 1-year 11.70%, 3-year 10.41%, 5-year 5.44%, 10-year 8.57%.

FAZYX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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