FZAOX Mutual Fund

FZAOX Mutual Fund

NAV$40.35
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Returns Overview

1 Month
-6.46%
3 Months
-10.70%
6 Months
+7.28%
YTD
+10.26%
1 Year
+17.37%
3 Years (annualized)
+17.26%
5 Years (annualized)
+10.27%
10 Years (annualized)
+15.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FZAOX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+10.26%
Peer Avg (YTD)
+10.34%
vs Peers
-0.08%

FZAOX Mutual Fund Performance

FZAOX performance across multiple time periods: 1-month -6.46%, YTD 10.26%, 1-year 17.37%, 3-year 17.26%, 5-year 10.27%, 10-year 15.70%.

FZAOX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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