FTAZX Mutual Fund

FTAZX Mutual Fund

NAV$9.49
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Returns Overview

1 Month
+3.52%
3 Months
-1.91%
6 Months
-1.57%
YTD
+0.69%
1 Year
+1.58%
3 Years (annualized)
+7.83%
5 Years (annualized)
+3.14%
10 Years (annualized)
+4.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTAZX 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)
+0.69%
Peer Avg (YTD)
-0.87%
vs Peers
+1.56%

FTAZX Mutual Fund Performance

FTAZX performance across multiple time periods: 1-month 3.52%, YTD 0.69%, 1-year 1.58%, 3-year 7.83%, 5-year 3.14%, 10-year 4.53%.

FTAZX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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