CZAMX Mutual Fund

NAV$9.50

Returns Overview

3 Months
-0.42%
6 Months
+1.60%
YTD
+3.04%
1 Year
+8.60%
3 Years (annualized)
+3.90%
5 Years (annualized)
+2.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CZAMX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
FTSE 3 Month US T-Bill Index-TR (USD(^FTSEMUSTBITRUSD)
This Mutual Fund (YTD)
+3.04%
Peer Avg (YTD)
+3.47%
vs Peers
-0.44%

CZAMX Mutual Fund Performance

CZAMX performance across multiple time periods: YTD 3.04%, 1-year 8.60%, 3-year 3.90%, 5-year 2.86%.

CZAMX returns trail the peer average of 3.47% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

CZAMX performance comparison shows side-by-side returns with another fund. CZAMX alternatives are available in the Mutual Fund Screener.