FROZX Mutual Fund

FROZX Mutual Fund

NAV$10.72
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Returns Overview

1 Month
-4.86%
3 Months
-6.91%
6 Months
-4.40%
YTD
-4.55%
1 Year
-2.75%
3 Years (annualized)
+3.67%
5 Years (annualized)
+0.05%
10 Years (annualized)
+1.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FROZX 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)
-4.55%
Peer Avg (YTD)
-3.84%
vs Peers
-0.71%

FROZX Mutual Fund Performance

FROZX performance across multiple time periods: 1-month -4.86%, YTD -4.55%, 1-year -2.75%, 3-year 3.67%, 5-year 0.05%, 10-year 1.52%.

FROZX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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