FZICX Mutual Fund

FZICX Mutual Fund

NAV$10.02
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Returns Overview

1 Month
-1.58%
3 Months
-1.04%
6 Months
-1.97%
YTD
-1.31%
1 Year
+2.14%
3 Years (annualized)
+2.00%
5 Years (annualized)
-0.15%
10 Years (annualized)
+0.85%

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
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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)
-1.31%
Peer Avg (YTD)
+0.23%
vs Peers
-1.54%

FZICX Mutual Fund Performance

FZICX performance across multiple time periods: 1-month -1.58%, YTD -1.31%, 1-year 2.14%, 3-year 2.00%, 5-year -0.15%, 10-year 0.85%.

FZICX returns trail the peer average of 0.23% 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.