FZAMX Mutual Fund

FZAMX Mutual Fund

NAV$29.28
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Returns Overview

1 Month
-2.85%
3 Months
-7.96%
6 Months
+12.79%
YTD
+16.61%
1 Year
+23.29%
3 Years (annualized)
+19.29%
5 Years (annualized)
+10.58%
10 Years (annualized)
+12.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FZAMX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+16.61%
Peer Avg (YTD)
+6.72%
vs Peers
+9.89%

FZAMX Mutual Fund Performance

FZAMX performance across multiple time periods: 1-month -2.85%, YTD 16.61%, 1-year 23.29%, 3-year 19.29%, 5-year 10.58%, 10-year 12.09%.

FZAMX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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