FZALX Mutual Fund

NAV$35.85

Returns Overview

1 Month
-0.44%
3 Months
+12.31%
6 Months
+9.96%
YTD
+8.63%
1 Year
+28.53%
3 Years (annualized)
+25.24%
5 Years (annualized)
+16.88%
10 Years (annualized)
+17.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FZALX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.63%
Peer Avg (YTD)
+9.51%
vs Peers
-0.88%

FZALX Mutual Fund Performance

FZALX performance across multiple time periods: 1-month -0.44%, YTD 8.63%, 1-year 28.53%, 3-year 25.24%, 5-year 16.88%, 10-year 17.22%.

FZALX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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