FTZAX Mutual Fund

FTZAX Mutual Fund

NAV$78.54
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Returns Overview

1 Month
-1.66%
3 Months
+9.90%
6 Months
+17.97%
YTD
+23.86%
1 Year
+41.86%
3 Years (annualized)
+25.60%
5 Years (annualized)
+14.11%

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)
+23.86%
Peer Avg (YTD)
+9.54%
vs Peers
+14.32%

FTZAX Mutual Fund Performance

FTZAX performance across multiple time periods: 1-month -1.66%, YTD 23.86%, 1-year 41.86%, 3-year 25.60%, 5-year 14.11%.

FTZAX returns outperform the peer average of 9.54% 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.