FZANX Mutual Fund

FZANX Mutual Fund

NAV$55.88
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Returns Overview

1 Month
+2.65%
3 Months
+0.78%
6 Months
+8.34%
YTD
+10.11%
1 Year
+17.88%
3 Years (annualized)
+25.62%
5 Years (annualized)
+13.54%
10 Years (annualized)
+16.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FZANX 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 500 Index(SPX)
This Mutual Fund (YTD)
+10.11%
Peer Avg (YTD)
+8.51%
vs Peers
+1.60%

FZANX Mutual Fund Performance

FZANX performance across multiple time periods: 1-month 2.65%, YTD 10.11%, 1-year 17.88%, 3-year 25.62%, 5-year 13.54%, 10-year 16.53%.

FZANX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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