FZAOX Mutual Fund

FZAOX Mutual Fund

NAV$44.11
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Returns Overview

1 Month
-3.67%
3 Months
+3.84%
6 Months
+14.99%
YTD
+20.49%
1 Year
+32.18%
3 Years (annualized)
+16.81%
5 Years (annualized)
+9.14%
10 Years (annualized)
+11.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FZAOX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+20.49%
Peer Avg (YTD)
+15.31%
vs Peers
+5.18%

FZAOX Mutual Fund Performance

FZAOX performance across multiple time periods: 1-month -3.67%, YTD 20.49%, 1-year 32.18%, 3-year 16.81%, 5-year 9.14%, 10-year 11.55%.

FZAOX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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