FZICX Mutual Fund

FZICX Mutual Fund

NAV$9.75
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Returns Overview

1 Month
+0.08%
3 Months
-1.16%
6 Months
-2.74%
YTD
-1.23%
1 Year
+1.46%
3 Years (annualized)
+2.09%
5 Years (annualized)
-0.24%
10 Years (annualized)
+0.77%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-1.23%
Peer Avg (YTD)
+0.15%
vs Peers
-1.38%

FZICX Mutual Fund Performance

FZICX performance across multiple time periods: 1-month 0.08%, YTD -1.23%, 1-year 1.46%, 3-year 2.09%, 5-year -0.24%, 10-year 0.77%.

FZICX returns trail the peer average of 0.15% 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.