FSZAX Mutual Fund

FSZAX Mutual Fund

NAV$16.08
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Returns Overview

1 Month
-2.19%
3 Months
-1.35%
6 Months
+2.20%
YTD
+9.40%
1 Year
+11.33%
3 Years (annualized)
+19.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSZAX 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

This Mutual Fund (YTD)
+9.40%
Peer Avg (YTD)
+14.77%
vs Peers
-5.37%

FSZAX Mutual Fund Performance

FSZAX performance across multiple time periods: 1-month -2.19%, YTD 9.40%, 1-year 11.33%, 3-year 19.60%.

FSZAX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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