FZAEX Mutual Fund

FZAEX Mutual Fund

NAV$48.33
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Returns Overview

1 Month
-8.10%
3 Months
-6.49%
6 Months
-3.25%
YTD
+10.45%
1 Year
+15.62%
3 Years (annualized)
+25.09%
5 Years (annualized)
+8.19%
10 Years (annualized)
+10.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FZAEX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+10.45%
Peer Avg (YTD)
+9.82%
vs Peers
+0.63%

FZAEX Mutual Fund Performance

FZAEX performance across multiple time periods: 1-month -8.10%, YTD 10.45%, 1-year 15.62%, 3-year 25.09%, 5-year 8.19%, 10-year 10.87%.

FZAEX returns outperform the peer average of 9.82% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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