MZLIX Mutual Fund

MZLIX Mutual Fund

NAV$9.47
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Returns Overview

6 Months
+1.94%
1 Year
-1.34%
3 Years (annualized)
+3.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MZLIX 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
ICE Bank of America Merrill Lynch 1-3 Year US Corporate & Government Index(^IBML3YUCG)

MZLIX Mutual Fund Performance

MZLIX performance across multiple time periods: 1-year -1.34%, 3-year 3.85%.

MZLIX returns can be compared against peers and benchmarks. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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