FZAHX Mutual Fund

FZAHX Mutual Fund

NAV$276.52
See how much of FZAHX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.57%
3 Months
-0.43%
6 Months
+28.73%
YTD
+16.38%
1 Year
+22.52%
3 Years (annualized)
+29.46%
5 Years (annualized)
+13.06%
10 Years (annualized)
+25.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FZAHX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+16.38%
Peer Avg (YTD)
+8.68%
vs Peers
+7.70%

FZAHX Mutual Fund Performance

FZAHX performance across multiple time periods: 1-month 3.57%, YTD 16.38%, 1-year 22.52%, 3-year 29.46%, 5-year 13.06%, 10-year 25.38%.

FZAHX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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