FZAIX Mutual Fund

FZAIX Mutual Fund

NAV$61.07
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Returns Overview

1 Month
-5.56%
3 Months
-4.80%
6 Months
-1.39%
YTD
+4.90%
1 Year
+6.17%
3 Years (annualized)
+19.90%
5 Years (annualized)
+5.18%
10 Years (annualized)
+9.12%

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)
+4.90%
Peer Avg (YTD)
+5.23%
vs Peers
-0.33%

FZAIX Mutual Fund Performance

FZAIX performance across multiple time periods: 1-month -5.56%, YTD 4.90%, 1-year 6.17%, 3-year 19.90%, 5-year 5.18%, 10-year 9.12%.

FZAIX returns trail the peer average of 5.23% 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.