MZLSX Mutual Fund

MZLSX Mutual Fund

NAV$9.38
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Returns Overview

3 Months
-0.48%
6 Months
+1.29%
YTD
+1.24%
1 Year
+2.55%
3 Years (annualized)
+4.71%
5 Years (annualized)
+2.86%
10 Years (annualized)
+3.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MZLSX 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
ICE Bank of America Merrill Lynch 1-3 Year US Corporate & Government Index(^IBML3YUCG)
This Mutual Fund (YTD)
+1.24%
Peer Avg (YTD)
+0.50%
vs Peers
+0.74%

MZLSX Mutual Fund Performance

MZLSX performance across multiple time periods: YTD 1.24%, 1-year 2.55%, 3-year 4.71%, 5-year 2.86%, 10-year 3.29%.

MZLSX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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