FZALX Mutual Fund

FZALX Mutual Fund

NAV$34.38
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Returns Overview

1 Month
-0.97%
3 Months
-0.85%
6 Months
+11.36%
YTD
+7.71%
1 Year
+14.27%
3 Years (annualized)
+23.45%
5 Years (annualized)
+16.06%
10 Years (annualized)
+16.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FZALX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.71%
Peer Avg (YTD)
+9.98%
vs Peers
-2.28%

FZALX Mutual Fund Performance

FZALX performance across multiple time periods: 1-month -0.97%, YTD 7.71%, 1-year 14.27%, 3-year 23.45%, 5-year 16.06%, 10-year 16.31%.

FZALX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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