FZAGX Mutual Fund

NAV$34.39

Returns Overview

1 Month
+2.66%
3 Months
-1.71%
6 Months
-4.14%
YTD
+2.46%
1 Year
+7.81%
3 Years (annualized)
+7.67%
5 Years (annualized)
+13.49%
10 Years (annualized)
+7.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FZAGX 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
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
+2.46%
Peer Avg (YTD)
+1.66%
vs Peers
+0.81%

FZAGX Mutual Fund Performance

FZAGX performance across multiple time periods: 1-month 2.66%, YTD 2.46%, 1-year 7.81%, 3-year 7.67%, 5-year 13.49%, 10-year 7.75%.

FZAGX returns outperform the peer average of 1.66% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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