FROZX Mutual Fund

FROZX Mutual Fund

NAV$11.12
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Returns Overview

1 Month
+3.57%
3 Months
-1.78%
6 Months
-2.32%
YTD
-1.14%
1 Year
-0.65%
3 Years (annualized)
+4.72%
5 Years (annualized)
-0.01%
10 Years (annualized)
+1.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FROZX 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
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📉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)
-1.14%
Peer Avg (YTD)
-0.87%
vs Peers
-0.27%

FROZX Mutual Fund Performance

FROZX performance across multiple time periods: 1-month 3.57%, YTD -1.14%, 1-year -0.65%, 3-year 4.72%, 5-year -0.01%, 10-year 1.49%.

FROZX returns trail the peer average of -0.87% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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