FAZZX Mutual Fund

FAZZX Mutual Fund

NAV$9.53
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Returns Overview

1 Month
-2.00%
3 Months
-0.52%
6 Months
+0.15%
YTD
+0.75%
1 Year
+6.55%
3 Years (annualized)
+3.36%
5 Years (annualized)
+0.29%
10 Years (annualized)
+1.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAZZX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.75%
Peer Avg (YTD)
+0.23%
vs Peers
+0.52%

FAZZX Mutual Fund Performance

FAZZX performance across multiple time periods: 1-month -2.00%, YTD 0.75%, 1-year 6.55%, 3-year 3.36%, 5-year 0.29%, 10-year 1.63%.

FAZZX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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