FZACX Mutual Fund

FZACX Mutual Fund

NAV$46.02
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Returns Overview

1 Month
+2.62%
3 Months
+0.44%
6 Months
+10.67%
YTD
+14.29%
1 Year
+20.96%
3 Years (annualized)
+20.86%
5 Years (annualized)
+12.65%
10 Years (annualized)
+15.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FZACX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.29%
Peer Avg (YTD)
+8.51%
vs Peers
+5.78%

FZACX Mutual Fund Performance

FZACX performance across multiple time periods: 1-month 2.62%, YTD 14.29%, 1-year 20.96%, 3-year 20.86%, 5-year 12.65%, 10-year 15.70%.

FZACX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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