FZAEX Mutual Fund

FZAEX Mutual Fund

NAV$51.01
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Returns Overview

1 Month
-1.71%
3 Months
-3.94%
6 Months
+17.93%
YTD
+20.18%
1 Year
+30.09%
3 Years (annualized)
+26.44%
5 Years (annualized)
+9.85%
10 Years (annualized)
+12.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FZAEX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+20.18%
Peer Avg (YTD)
+20.48%
vs Peers
-0.30%

FZAEX Mutual Fund Performance

FZAEX performance across multiple time periods: 1-month -1.71%, YTD 20.18%, 1-year 30.09%, 3-year 26.44%, 5-year 9.85%, 10-year 12.04%.

FZAEX returns trail the peer average of 20.48% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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