FZABX Mutual Fund

FZABX Mutual Fund

NAV$30.96
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Returns Overview

1 Month
-3.53%
3 Months
-3.59%
6 Months
+0.49%
YTD
+6.96%
1 Year
+10.65%
3 Years (annualized)
+18.83%
5 Years (annualized)
+5.95%
10 Years (annualized)
+9.50%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+6.96%
Peer Avg (YTD)
+5.23%
vs Peers
+1.73%

FZABX Mutual Fund Performance

FZABX performance across multiple time periods: 1-month -3.53%, YTD 6.96%, 1-year 10.65%, 3-year 18.83%, 5-year 5.95%, 10-year 9.50%.

FZABX returns outperform the peer average of 5.23% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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