FZACX Mutual Fund

NAV$46.03

Returns Overview

1 Month
+1.03%
3 Months
+17.75%
6 Months
+14.96%
YTD
+13.94%
1 Year
+26.28%
3 Years (annualized)
+21.00%
5 Years (annualized)
+12.91%
10 Years (annualized)
+16.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FZACX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.94%
Peer Avg (YTD)
+8.97%
vs Peers
+4.96%

FZACX Mutual Fund Performance

FZACX performance across multiple time periods: 1-month 1.03%, YTD 13.94%, 1-year 26.28%, 3-year 21.00%, 5-year 12.91%, 10-year 16.32%.

FZACX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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