FZAAX Mutual Fund

FZAAX Mutual Fund

NAV$29.88
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Returns Overview

3 Months
+1.72%
6 Months
+7.31%
YTD
+15.45%
1 Year
+20.07%
3 Years (annualized)
+5.75%
5 Years (annualized)
+11.25%
10 Years (annualized)
+8.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FZAAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Fidelity Balanced 60/40 Composite Index
This Mutual Fund (YTD)
+15.45%
Peer Avg (YTD)
+10.26%
vs Peers
+5.18%

FZAAX Mutual Fund Performance

FZAAX performance across multiple time periods: YTD 15.45%, 1-year 20.07%, 3-year 5.75%, 5-year 11.25%, 10-year 8.87%.

FZAAX returns outperform the peer average of 10.26% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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