CZAMX Mutual Fund

CZAMX Mutual Fund

NAV$9.62
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Returns Overview

1 Month
-0.52%
3 Months
+1.05%
6 Months
+2.56%
YTD
+4.12%
1 Year
+6.56%
3 Years (annualized)
+4.33%
5 Years (annualized)
+3.36%
10 Years (annualized)
+2.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CZAMX 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
FTSE 3 Month US T-Bill Index-TR (USD(^FTSEMUSTBITRUSD)
This Mutual Fund (YTD)
+4.12%
Peer Avg (YTD)
+5.40%
vs Peers
-1.28%

CZAMX Mutual Fund Performance

CZAMX performance across multiple time periods: 1-month -0.52%, YTD 4.12%, 1-year 6.56%, 3-year 4.33%, 5-year 3.36%, 10-year 2.20%.

CZAMX returns trail the peer average of 5.40% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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