FTZFX Mutual Fund

NAV$76.35

Returns Overview

1 Month
+10.71%
3 Months
+20.89%
6 Months
+25.97%
YTD
+24.26%
1 Year
+47.06%
3 Years (annualized)
+28.01%
5 Years (annualized)
+15.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTZFX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+24.26%
Peer Avg (YTD)
+10.82%
vs Peers
+13.44%

FTZFX Mutual Fund Performance

FTZFX performance across multiple time periods: 1-month 10.71%, YTD 24.26%, 1-year 47.06%, 3-year 28.01%, 5-year 15.07%.

FTZFX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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