FZIAX Mutual Fund

FZIAX Mutual Fund

NAV$10.14
See inside every fund you own
$149/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.42%
3 Months
+1.43%
6 Months
+0.57%
YTD
+0.47%
1 Year
+4.52%
3 Years (annualized)
+3.09%
5 Years (annualized)
+0.79%
10 Years (annualized)
+1.69%

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)
+0.47%
Peer Avg (YTD)
+1.79%
vs Peers
-1.32%

FZIAX Mutual Fund Performance

FZIAX performance across multiple time periods: 1-month 0.42%, YTD 0.47%, 1-year 4.52%, 3-year 3.09%, 5-year 0.79%, 10-year 1.69%.

FZIAX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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