MZLSX Mutual Fund

MZLSX Mutual Fund

NAV$9.47
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Returns Overview

1 Month
-0.13%
3 Months
+1.01%
6 Months
+1.19%
YTD
+1.71%
1 Year
+4.04%
3 Years (annualized)
+6.10%
5 Years (annualized)
+2.83%
10 Years (annualized)
+3.26%

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
PROUpgrade to run

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)
+1.71%
Peer Avg (YTD)
+0.12%
vs Peers
+1.59%

MZLSX Mutual Fund Performance

MZLSX performance across multiple time periods: 1-month -0.13%, YTD 1.71%, 1-year 4.04%, 3-year 6.10%, 5-year 2.83%, 10-year 3.26%.

MZLSX returns outperform the peer average of 0.12% 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.