FAZAX Mutual Fund

FAZAX Mutual Fund

NAV$17.01
See how much of FAZAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.13%
3 Months
-1.50%
6 Months
+1.98%
YTD
+9.74%
1 Year
+12.52%
3 Years (annualized)
+20.73%
5 Years (annualized)
+8.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAZAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Fidelity Freedom 2065 Composite Index
This Mutual Fund (YTD)
+9.74%
Peer Avg (YTD)
+14.77%
vs Peers
-5.03%

FAZAX Mutual Fund Performance

FAZAX performance across multiple time periods: 1-month -2.13%, YTD 9.74%, 1-year 12.52%, 3-year 20.73%, 5-year 8.32%.

FAZAX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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