FZAPX Mutual Fund

FZAPX Mutual Fund

NAV$107.72
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Returns Overview

1 Month
+0.56%
3 Months
+2.58%
6 Months
+22.50%
YTD
+18.43%
1 Year
+23.99%
3 Years (annualized)
+21.38%
5 Years (annualized)
+11.89%
10 Years (annualized)
+15.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FZAPX 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)
+18.43%
Peer Avg (YTD)
+8.68%
vs Peers
+9.74%

FZAPX Mutual Fund Performance

FZAPX performance across multiple time periods: 1-month 0.56%, YTD 18.43%, 1-year 23.99%, 3-year 21.38%, 5-year 11.89%, 10-year 15.14%.

FZAPX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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