FZAIX Mutual Fund

FZAIX Mutual Fund

NAV$62.31
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Returns Overview

1 Month
-1.27%
3 Months
-1.44%
6 Months
+14.57%
YTD
+11.07%
1 Year
+14.55%
3 Years (annualized)
+19.46%
5 Years (annualized)
+6.37%
10 Years (annualized)
+9.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FZAIX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+11.07%
Peer Avg (YTD)
+8.68%
vs Peers
+2.39%

FZAIX Mutual Fund Performance

FZAIX performance across multiple time periods: 1-month -1.27%, YTD 11.07%, 1-year 14.55%, 3-year 19.46%, 5-year 6.37%, 10-year 9.72%.

FZAIX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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