FISZX Mutual Fund

NAV$18.40

Returns Overview

1 Month
+2.73%
3 Months
+27.10%
6 Months
+29.79%
YTD
+29.11%
1 Year
+41.56%
3 Years (annualized)
+23.16%
5 Years (annualized)
+9.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FISZX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+29.11%
Peer Avg (YTD)
+8.97%
vs Peers
+20.14%

FISZX Mutual Fund Performance

FISZX performance across multiple time periods: 1-month 2.73%, YTD 29.11%, 1-year 41.56%, 3-year 23.16%, 5-year 9.26%.

FISZX returns outperform the peer average of 8.97% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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