FZAEX Mutual Fund

NAV$52.41

Returns Overview

3 Months
+22.76%
6 Months
+28.21%
YTD
+25.11%
1 Year
+56.07%
3 Years (annualized)
+26.75%
5 Years (annualized)
+9.14%
10 Years (annualized)
+12.78%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+25.11%
Peer Avg (YTD)
+23.08%
vs Peers
+2.03%

FZAEX Mutual Fund Performance

FZAEX performance across multiple time periods: YTD 25.11%, 1-year 56.07%, 3-year 26.75%, 5-year 9.14%, 10-year 12.78%.

FZAEX returns outperform the peer average of 23.08% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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