FZITX Mutual Fund

FZITX Mutual Fund

NAV$9.76
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Returns Overview

1 Month
-3.54%
3 Months
-4.87%
6 Months
-3.50%
YTD
-4.42%
1 Year
-3.12%
3 Years (annualized)
+2.79%
5 Years (annualized)
+0.48%
10 Years (annualized)
+1.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FZITX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-4.42%
Peer Avg (YTD)
-3.84%
vs Peers
-0.58%

FZITX Mutual Fund Performance

FZITX performance across multiple time periods: 1-month -3.54%, YTD -4.42%, 1-year -3.12%, 3-year 2.79%, 5-year 0.48%, 10-year 1.57%.

FZITX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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