FZADX Mutual Fund

FZADX Mutual Fund

NAV$25.41
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Returns Overview

1 Month
+0.64%
3 Months
+9.69%
6 Months
+12.11%
YTD
+11.51%
1 Year
+16.57%
3 Years (annualized)
+18.77%
5 Years (annualized)
+16.50%
10 Years (annualized)
+11.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FZADX 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
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🏦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
Morningstar US Dividend Growth Index(^MSDIVGP)
This Mutual Fund (YTD)
+11.51%
Peer Avg (YTD)
+8.00%
vs Peers
+3.51%

FZADX Mutual Fund Performance

FZADX performance across multiple time periods: 1-month 0.64%, YTD 11.51%, 1-year 16.57%, 3-year 18.77%, 5-year 16.50%, 10-year 11.02%.

FZADX returns outperform the peer average of 8.00% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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