CZMGX Mutual Fund

CZMGX Mutual Fund

NAV$21.45
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Returns Overview

1 Month
-5.10%
3 Months
-0.99%
6 Months
+1.76%
YTD
+4.77%
1 Year
+1.81%
3 Years (annualized)
+23.42%
5 Years (annualized)
+10.14%
10 Years (annualized)
+16.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CZMGX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+4.77%
Peer Avg (YTD)
+4.64%
vs Peers
+0.13%

CZMGX Mutual Fund Performance

CZMGX performance across multiple time periods: 1-month -5.10%, YTD 4.77%, 1-year 1.81%, 3-year 23.42%, 5-year 10.14%, 10-year 16.11%.

CZMGX returns outperform the peer average of 4.64% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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