FZAXX Mutual Fund

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Returns Overview

1 Month
+0.23%
3 Months
+0.69%
6 Months
+0.69%
YTD
+1.38%
1 Year
+3.05%
3 Years (annualized)
+3.44%
5 Years (annualized)
+2.64%
10 Years (annualized)
+1.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FZAXX 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

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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
FTSE 3 Month Treas Bill Local Currency(CFIIMU3L)
This Mutual Fund (YTD)
+1.38%
Peer Avg (YTD)
+0.97%
vs Peers
+0.41%

FZAXX Mutual Fund Performance

FZAXX performance across multiple time periods: 1-month 0.23%, YTD 1.38%, 1-year 3.05%, 3-year 3.44%, 5-year 2.64%, 10-year 1.56%.

FZAXX returns outperform the peer average of 0.97% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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