CZA ETF

$115.13

Returns Overview

1 Month
+3.07%
3 Months
+6.57%
6 Months
+8.98%
YTD
+2.24%
1 Year
+7.68%
3 Years
+8.21%
5 Years
+10.24%
10 Years
+11.30%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would CZA 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
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📉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

+3.07%

3 Months Performance

+6.57%

6 Months Performance

+8.98%

1 Year Performance

+7.68%

Benchmark & Peers

Benchmark
Zacks Mid-Cap Core Index(ZAXMC)
This ETF (YTD)
+2.24%
Peer Avg (YTD)
+1.79%
vs Peers
+0.45%

CZA ETF Performance

CZA performance across multiple time periods: 1-month 3.07%, YTD 2.24%, 1-year 7.68%, 3-year 8.21%, 5-year 10.24%, 10-year 11.30%.

CZA returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this ETF.

CZA performance comparison shows side-by-side returns with another fund. CZA alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+3.07%N/A
3 Months+6.57%N/A
6 Months+8.98%N/A
1 Year+7.68%N/A
3 Years+8.21%N/A
5 Years+10.24%N/A

All returns shown are total returns, not annualized