FNCZX Mutual Fund

FNCZX Mutual Fund

NAV$9.85
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Returns Overview

1 Month
-0.31%
3 Months
-1.46%
6 Months
-1.76%
YTD
+0.34%
1 Year
+5.37%
3 Years (annualized)
+3.46%
5 Years (annualized)
+0.12%
10 Years (annualized)
+1.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FNCZX 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)
+0.34%
Peer Avg (YTD)
+0.15%
vs Peers
+0.19%

FNCZX Mutual Fund Performance

FNCZX performance across multiple time periods: 1-month -0.31%, YTD 0.34%, 1-year 5.37%, 3-year 3.46%, 5-year 0.12%, 10-year 1.26%.

FNCZX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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