FSZVX Mutual Fund

FSZVX Mutual Fund

NAV$16.00
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Returns Overview

1 Month
-2.44%
3 Months
-1.54%
6 Months
+2.03%
YTD
+9.17%
1 Year
+11.03%
3 Years (annualized)
+19.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSZVX 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)
+9.17%
Peer Avg (YTD)
+14.77%
vs Peers
-5.59%

FSZVX Mutual Fund Performance

FSZVX performance across multiple time periods: 1-month -2.44%, YTD 9.17%, 1-year 11.03%, 3-year 19.09%.

FSZVX returns trail the peer average of 14.77% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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