FZAFX Mutual Fund

FZAFX Mutual Fund

NAV$28.36
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Returns Overview

1 Month
-6.79%
3 Months
+0.03%
6 Months
+0.14%
YTD
+6.86%
1 Year
+5.16%
3 Years (annualized)
+22.95%
5 Years (annualized)
+10.58%
10 Years (annualized)
+18.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FZAFX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+6.86%
Peer Avg (YTD)
+4.64%
vs Peers
+2.22%

FZAFX Mutual Fund Performance

FZAFX performance across multiple time periods: 1-month -6.79%, YTD 6.86%, 1-year 5.16%, 3-year 22.95%, 5-year 10.58%, 10-year 18.24%.

FZAFX returns outperform the peer average of 4.64% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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