FTZIX Mutual Fund

NAV$66.29

Returns Overview

1 Month
+4.99%
3 Months
+14.03%
6 Months
+20.27%
YTD
+3.55%
1 Year
+22.05%
3 Years
+23.36%
5 Years
+15.50%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would FTZIX 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)
+3.55%
Peer Avg (YTD)
+1.79%
vs Peers
+1.75%

FTZIX Mutual Fund Performance

FTZIX performance across multiple time periods: 1-month 4.99%, YTD 3.55%, 1-year 22.05%, 3-year 23.36%, 5-year 15.50%.

FTZIX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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