MZLSX Mutual Fund

MZLSX Mutual Fund

NAV$9.42
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Returns Overview

1 Month
+0.21%
3 Months
-0.06%
6 Months
+0.95%
YTD
+1.66%
1 Year
+2.35%
3 Years (annualized)
+5.78%
5 Years (annualized)
+3.66%
10 Years (annualized)
+3.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MZLSX 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)
This Mutual Fund (YTD)
+1.66%
Peer Avg (YTD)
+1.93%
vs Peers
-0.27%

MZLSX Mutual Fund Performance

MZLSX performance across multiple time periods: 1-month 0.21%, YTD 1.66%, 1-year 2.35%, 3-year 5.78%, 5-year 3.66%, 10-year 3.65%.

MZLSX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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