FZAFX Mutual Fund

FZAFX Mutual Fund

NAV$31.70
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Returns Overview

1 Month
+3.71%
3 Months
-2.52%
6 Months
+11.69%
YTD
+10.79%
1 Year
+17.29%
3 Years (annualized)
+25.08%
5 Years (annualized)
+16.50%
10 Years (annualized)
-0.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FZAFX 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
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+10.79%
Peer Avg (YTD)
+8.51%
vs Peers
+2.28%

FZAFX Mutual Fund Performance

FZAFX performance across multiple time periods: 1-month 3.71%, YTD 10.79%, 1-year 17.29%, 3-year 25.08%, 5-year 16.50%, 10-year -0.75%.

FZAFX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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