FZAEX Mutual Fund

FZAEX Mutual Fund

NAV$53.25
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Returns Overview

1 Month
-5.59%
3 Months
+3.47%
6 Months
+9.42%
YTD
+21.04%
1 Year
+41.39%
3 Years (annualized)
+21.98%
5 Years (annualized)
+9.48%
10 Years (annualized)
+11.74%

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)
+21.04%
Peer Avg (YTD)
+17.66%
vs Peers
+3.38%

FZAEX Mutual Fund Performance

FZAEX performance across multiple time periods: 1-month -5.59%, YTD 21.04%, 1-year 41.39%, 3-year 21.98%, 5-year 9.48%, 10-year 11.74%.

FZAEX returns outperform the peer average of 17.66% 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.