FITZX Mutual Fund

FITZX Mutual Fund

NAV$10.85
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Returns Overview

1 Month
-3.70%
3 Months
-5.13%
6 Months
-3.09%
YTD
-3.10%
1 Year
-1.71%
3 Years (annualized)
+4.03%
5 Years (annualized)
+1.01%
10 Years (annualized)
+1.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FITZX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-3.10%
Peer Avg (YTD)
-3.84%
vs Peers
+0.74%

FITZX Mutual Fund Performance

FITZX performance across multiple time periods: 1-month -3.70%, YTD -3.10%, 1-year -1.71%, 3-year 4.03%, 5-year 1.01%, 10-year 1.61%.

FITZX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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