FZAXX Mutual Fund

FZAXX Mutual Fund

NAV$1.00
See how much of FZAXX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

3 Months
+0.47%
6 Months
+0.94%
YTD
+1.40%
1 Year
+1.91%
3 Years (annualized)
+3.30%
5 Years (annualized)
+2.78%
10 Years (annualized)
+1.63%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
FTSE 3 Month Treas Bill Local Currency(CFIIMU3L)
This Mutual Fund (YTD)
+1.40%
Peer Avg (YTD)
+2.21%
vs Peers
-0.81%

FZAXX Mutual Fund Performance

FZAXX performance across multiple time periods: YTD 1.40%, 1-year 1.91%, 3-year 3.30%, 5-year 2.78%, 10-year 1.63%.

FZAXX returns trail the peer average of 2.21% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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