FSAZX Mutual Fund

FSAZX Mutual Fund

NAV$10.95
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Returns Overview

1 Month
-0.27%
3 Months
-1.19%
6 Months
-2.09%
YTD
-0.73%
1 Year
+3.18%
3 Years (annualized)
+3.25%
5 Years (annualized)
+0.32%
10 Years (annualized)
+1.62%

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)
-0.73%
Peer Avg (YTD)
+0.15%
vs Peers
-0.88%

FSAZX Mutual Fund Performance

FSAZX performance across multiple time periods: 1-month -0.27%, YTD -0.73%, 1-year 3.18%, 3-year 3.25%, 5-year 0.32%, 10-year 1.62%.

FSAZX returns trail the peer average of 0.15% 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.