FZANX Mutual Fund

NAV$54.71

Returns Overview

1 Month
+2.98%
3 Months
+17.72%
6 Months
+12.94%
YTD
+12.51%
1 Year
+34.69%
3 Years (annualized)
+29.59%
5 Years (annualized)
+18.83%
10 Years (annualized)
+20.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FZANX 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)
+12.51%
Peer Avg (YTD)
+8.97%
vs Peers
+3.54%

FZANX Mutual Fund Performance

FZANX performance across multiple time periods: 1-month 2.98%, YTD 12.51%, 1-year 34.69%, 3-year 29.59%, 5-year 18.83%, 10-year 20.55%.

FZANX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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