FSZFX Mutual Fund

FSZFX Mutual Fund

NAV$16.22
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Returns Overview

1 Month
-2.17%
3 Months
-1.22%
6 Months
+2.54%
YTD
+9.93%
1 Year
+12.00%
3 Years (annualized)
+20.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSZFX 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)
+9.93%
Peer Avg (YTD)
+14.77%
vs Peers
-4.84%

FSZFX Mutual Fund Performance

FSZFX performance across multiple time periods: 1-month -2.17%, YTD 9.93%, 1-year 12.00%, 3-year 20.30%.

FSZFX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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