ETFZX Mutual Fund

NAV$17.76

Returns Overview

1 Month
-1.39%
3 Months
+2.07%
6 Months
+1.78%
YTD
+4.10%
1 Year
+14.48%
3 Years (annualized)
+8.08%
5 Years (annualized)
+3.98%
10 Years (annualized)
+6.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETFZX 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
Russell 3000 Total Return Index(^RUATR)
This Mutual Fund (YTD)
+4.10%
Peer Avg (YTD)
+5.87%
vs Peers
-1.76%

ETFZX Mutual Fund Performance

ETFZX performance across multiple time periods: 1-month -1.39%, YTD 4.10%, 1-year 14.48%, 3-year 8.08%, 5-year 3.98%, 10-year 6.13%.

ETFZX returns trail the peer average of 5.87% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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