ZIFAX Mutual Fund

ZIFAX Mutual Fund

NAV$7.58
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Returns Overview

1 Month
-1.93%
3 Months
-9.90%
6 Months
-12.83%
YTD
-12.54%
1 Year
-15.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ZIFAX 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
MSCI ACWI ex USA Index (Net)
This Mutual Fund (YTD)
-12.54%
Peer Avg (YTD)
+7.14%
vs Peers
-19.68%

ZIFAX Mutual Fund Performance

ZIFAX performance across multiple time periods: 1-month -1.93%, YTD -12.54%, 1-year -15.87%.

ZIFAX returns trail the peer average of 7.14% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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