FZAMX Mutual Fund

FZAMX Mutual Fund

NAV$29.09
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Returns Overview

1 Month
-5.36%
3 Months
+4.45%
6 Months
+15.93%
YTD
+21.70%
1 Year
+32.35%
3 Years (annualized)
+17.97%
5 Years (annualized)
+11.31%
10 Years (annualized)
+12.16%

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
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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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+21.70%
Peer Avg (YTD)
+9.54%
vs Peers
+12.16%

FZAMX Mutual Fund Performance

FZAMX performance across multiple time periods: 1-month -5.36%, YTD 21.70%, 1-year 32.35%, 3-year 17.97%, 5-year 11.31%, 10-year 12.16%.

FZAMX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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