FTZCX Mutual Fund

FTZCX Mutual Fund

NAV$77.74
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Returns Overview

1 Month
+2.77%
3 Months
+2.12%
6 Months
+12.26%
YTD
+24.78%
1 Year
+37.52%
3 Years (annualized)
+32.19%
5 Years (annualized)
+13.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTZCX 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)
+24.78%
Peer Avg (YTD)
+8.01%
vs Peers
+16.77%

FTZCX Mutual Fund Performance

FTZCX performance across multiple time periods: 1-month 2.77%, YTD 24.78%, 1-year 37.52%, 3-year 32.19%, 5-year 13.89%.

FTZCX returns outperform the peer average of 8.01% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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