FZAIX Mutual Fund

FZAIX Mutual Fund

NAV$64.08
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Returns Overview

1 Month
-2.23%
3 Months
+3.57%
6 Months
+4.55%
YTD
+11.33%
1 Year
+20.87%
3 Years (annualized)
+16.90%
5 Years (annualized)
+6.80%
10 Years (annualized)
+9.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FZAIX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+11.33%
Peer Avg (YTD)
+6.23%
vs Peers
+5.10%

FZAIX Mutual Fund Performance

FZAIX performance across multiple time periods: 1-month -2.23%, YTD 11.33%, 1-year 20.87%, 3-year 16.90%, 5-year 6.80%, 10-year 9.51%.

FZAIX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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