FZAOX Mutual Fund

NAV$44.92

Returns Overview

1 Month
+5.60%
3 Months
+20.13%
6 Months
+25.08%
YTD
+23.47%
1 Year
+41.40%
3 Years (annualized)
+20.12%
5 Years (annualized)
+12.42%
10 Years (annualized)
+16.65%

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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+23.47%
Peer Avg (YTD)
+18.52%
vs Peers
+4.95%

FZAOX Mutual Fund Performance

FZAOX performance across multiple time periods: 1-month 5.60%, YTD 23.47%, 1-year 41.40%, 3-year 20.12%, 5-year 12.42%, 10-year 16.65%.

FZAOX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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