FTZIX Mutual Fund

FTZIX Mutual Fund

NAV$78.21
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Returns Overview

1 Month
-1.71%
3 Months
-2.09%
6 Months
+18.35%
YTD
+21.62%
1 Year
+34.16%
3 Years (annualized)
+27.64%
5 Years (annualized)
+14.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTZIX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+21.62%
Peer Avg (YTD)
+6.72%
vs Peers
+14.90%

FTZIX Mutual Fund Performance

FTZIX performance across multiple time periods: 1-month -1.71%, YTD 21.62%, 1-year 34.16%, 3-year 27.64%, 5-year 14.29%.

FTZIX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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