FZIAX Mutual Fund

FZIAX Mutual Fund

NAV$10.06
See how much of FZIAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.52%
3 Months
-0.92%
6 Months
-1.73%
YTD
-1.06%
1 Year
+2.81%
3 Years (annualized)
+2.75%
5 Years (annualized)
+0.57%
10 Years (annualized)
+1.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FZIAX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-1.06%
Peer Avg (YTD)
+0.23%
vs Peers
-1.29%

FZIAX Mutual Fund Performance

FZIAX performance across multiple time periods: 1-month -1.52%, YTD -1.06%, 1-year 2.81%, 3-year 2.75%, 5-year 0.57%, 10-year 1.59%.

FZIAX returns trail the peer average of 0.23% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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