FSZBX Mutual Fund

FSZBX Mutual Fund

NAV$16.20
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Returns Overview

1 Month
-2.17%
3 Months
-1.22%
6 Months
+2.51%
YTD
+9.85%
1 Year
+11.92%
3 Years (annualized)
+20.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSZBX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+9.85%
Peer Avg (YTD)
+14.77%
vs Peers
-4.92%

FSZBX Mutual Fund Performance

FSZBX performance across multiple time periods: 1-month -2.17%, YTD 9.85%, 1-year 11.92%, 3-year 20.22%.

FSZBX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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