FTZIX Mutual Fund

NAV$80.41
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Returns Overview

1 Month
+10.71%
3 Months
+20.88%
6 Months
+25.95%
YTD
+24.22%
1 Year
+46.99%
3 Years (annualized)
+27.98%
5 Years (annualized)
+15.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTZIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+24.22%
Peer Avg (YTD)
+10.82%
vs Peers
+13.40%

FTZIX Mutual Fund Performance

FTZIX performance across multiple time periods: 1-month 10.71%, YTD 24.22%, 1-year 46.99%, 3-year 27.98%, 5-year 15.02%.

FTZIX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

FTZIX performance comparison shows side-by-side returns with another fund. FTZIX alternatives are available in the Mutual Fund Screener.