FZALX Mutual Fund

FZALX Mutual Fund

NAV$34.17
See how much of FZALX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.85%
3 Months
+4.04%
6 Months
+8.66%
YTD
+11.99%
1 Year
+23.06%
3 Years (annualized)
+24.22%
5 Years (annualized)
+17.25%
10 Years (annualized)
+16.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FZALX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.99%
Peer Avg (YTD)
+9.41%
vs Peers
+2.58%

FZALX Mutual Fund Performance

FZALX performance across multiple time periods: 1-month 1.85%, YTD 11.99%, 1-year 23.06%, 3-year 24.22%, 5-year 17.25%, 10-year 16.87%.

FZALX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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