FZAPX Mutual Fund

NAV$105.85

Returns Overview

1 Month
+0.89%
3 Months
+19.42%
6 Months
+16.11%
YTD
+15.45%
1 Year
+31.47%
3 Years (annualized)
+21.21%
5 Years (annualized)
+12.42%
10 Years (annualized)
+15.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FZAPX 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)
+15.45%
Peer Avg (YTD)
+8.97%
vs Peers
+6.48%

FZAPX Mutual Fund Performance

FZAPX performance across multiple time periods: 1-month 0.89%, YTD 15.45%, 1-year 31.47%, 3-year 21.21%, 5-year 12.42%, 10-year 15.47%.

FZAPX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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