FZAHX Mutual Fund

FZAHX Mutual Fund

NAV$265.78
See how much of FZAHX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-7.08%
3 Months
+2.30%
6 Months
+9.82%
YTD
+8.61%
1 Year
+16.86%
3 Years (annualized)
+24.89%
5 Years (annualized)
+10.58%
10 Years (annualized)
+21.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FZAHX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+8.61%
Peer Avg (YTD)
+6.23%
vs Peers
+2.37%

FZAHX Mutual Fund Performance

FZAHX performance across multiple time periods: 1-month -7.08%, YTD 8.61%, 1-year 16.86%, 3-year 24.89%, 5-year 10.58%, 10-year 21.29%.

FZAHX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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