FSAZX Mutual Fund

FSAZX Mutual Fund

NAV$11.41
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Returns Overview

1 Month
-1.73%
3 Months
-0.66%
6 Months
-0.80%
YTD
+0.20%
1 Year
+4.15%
3 Years (annualized)
+2.96%
5 Years (annualized)
+0.31%
10 Years (annualized)
+1.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSAZX 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 Arizona 2+ Year Enhanced Municipal Linked Index
This Mutual Fund (YTD)
+0.20%
Peer Avg (YTD)
+0.23%
vs Peers
-0.03%

FSAZX Mutual Fund Performance

FSAZX performance across multiple time periods: 1-month -1.73%, YTD 0.20%, 1-year 4.15%, 3-year 2.96%, 5-year 0.31%, 10-year 1.65%.

FSAZX returns trail the peer average of 0.23% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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