FZICX Mutual Fund

FZICX Mutual Fund

NAV$10.10
See how much of FZICX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.10%
3 Months
-0.53%
6 Months
-1.57%
YTD
-1.83%
1 Year
-1.52%
3 Years (annualized)
+2.63%
5 Years (annualized)
-0.36%
10 Years (annualized)
+0.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FZICX 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)
-1.83%
Peer Avg (YTD)
-0.87%
vs Peers
-0.97%

FZICX Mutual Fund Performance

FZICX performance across multiple time periods: 1-month 3.10%, YTD -1.83%, 1-year -1.52%, 3-year 2.63%, 5-year -0.36%, 10-year 0.70%.

FZICX returns trail the peer average of -0.87% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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