FZACX Mutual Fund

FZACX Mutual Fund

NAV$46.65
See how much of FZACX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.33%
3 Months
-0.26%
6 Months
+17.44%
YTD
+13.64%
1 Year
+17.53%
3 Years (annualized)
+20.86%
5 Years (annualized)
+12.65%
10 Years (annualized)
+15.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FZACX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.64%
Peer Avg (YTD)
+8.68%
vs Peers
+4.96%

FZACX Mutual Fund Performance

FZACX performance across multiple time periods: 1-month 0.33%, YTD 13.64%, 1-year 17.53%, 3-year 20.86%, 5-year 12.65%, 10-year 15.70%.

FZACX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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