FZAMX Mutual Fund

NAV$30.95

Returns Overview

1 Month
+7.50%
3 Months
+22.55%
6 Months
+28.60%
YTD
+26.70%
1 Year
+42.03%
3 Years (annualized)
+22.21%
5 Years (annualized)
+12.87%
10 Years (annualized)
+13.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FZAMX 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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+26.70%
Peer Avg (YTD)
+10.82%
vs Peers
+15.88%

FZAMX Mutual Fund Performance

FZAMX performance across multiple time periods: 1-month 7.50%, YTD 26.70%, 1-year 42.03%, 3-year 22.21%, 5-year 12.87%, 10-year 13.50%.

FZAMX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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