FZABX Mutual Fund

NAV$32.38

Returns Overview

1 Month
+2.70%
3 Months
+14.97%
6 Months
+14.16%
YTD
+13.04%
1 Year
+22.41%
3 Years (annualized)
+16.04%
5 Years (annualized)
+7.54%
10 Years (annualized)
+10.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FZABX 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

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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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+13.04%
Peer Avg (YTD)
+8.97%
vs Peers
+4.07%

FZABX Mutual Fund Performance

FZABX performance across multiple time periods: 1-month 2.70%, YTD 13.04%, 1-year 22.41%, 3-year 16.04%, 5-year 7.54%, 10-year 10.18%.

FZABX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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