FZAJX Mutual Fund

NAV$25.09

Returns Overview

1 Month
+4.73%
3 Months
+14.90%
6 Months
+12.36%
YTD
+10.60%
1 Year
+20.25%
3 Years (annualized)
+14.69%
5 Years (annualized)
+7.06%
10 Years (annualized)
+10.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FZAJX 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
MSCI EAFE Growth Index(M1EA000G)
This Mutual Fund (YTD)
+10.60%
Peer Avg (YTD)
+8.97%
vs Peers
+1.63%

FZAJX Mutual Fund Performance

FZAJX performance across multiple time periods: 1-month 4.73%, YTD 10.60%, 1-year 20.25%, 3-year 14.69%, 5-year 7.06%, 10-year 10.41%.

FZAJX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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