FTZAX Mutual Fund

FTZAX Mutual Fund

NAV$76.79
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Returns Overview

1 Month
+2.78%
3 Months
+2.22%
6 Months
+12.34%
YTD
+24.88%
1 Year
+37.53%
3 Years (annualized)
+32.34%
5 Years (annualized)
+14.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTZAX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+24.88%
Peer Avg (YTD)
+8.01%
vs Peers
+16.88%

FTZAX Mutual Fund Performance

FTZAX performance across multiple time periods: 1-month 2.78%, YTD 24.88%, 1-year 37.53%, 3-year 32.34%, 5-year 14.21%.

FTZAX returns outperform the peer average of 8.01% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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