ZIFIX Mutual Fund

ZIFIX Mutual Fund

NAV$7.17
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Returns Overview

1 Month
-5.32%
3 Months
-13.01%
6 Months
-15.76%
YTD
-15.56%
1 Year
-18.77%
3 Years (annualized)
+2.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ZIFIX 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
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📉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)
-15.56%
Peer Avg (YTD)
+7.14%
vs Peers
-22.69%

ZIFIX Mutual Fund Performance

ZIFIX performance across multiple time periods: 1-month -5.32%, YTD -15.56%, 1-year -18.77%, 3-year 2.63%.

ZIFIX returns trail the peer average of 7.14% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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