FTZFX Mutual Fund

FTZFX Mutual Fund

NAV$76.80
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Returns Overview

1 Month
-1.62%
3 Months
+9.91%
6 Months
+18.04%
YTD
+23.92%
1 Year
+42.01%
3 Years (annualized)
+25.85%
5 Years (annualized)
+14.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTZFX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+23.92%
Peer Avg (YTD)
+9.54%
vs Peers
+14.38%

FTZFX Mutual Fund Performance

FTZFX performance across multiple time periods: 1-month -1.62%, YTD 23.92%, 1-year 42.01%, 3-year 25.85%, 5-year 14.42%.

FTZFX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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