FSZZX Mutual Fund

NAV$14.18

Returns Overview

1 Month
-4.77%
3 Months
-0.35%
6 Months
+7.91%
YTD
+17.09%
1 Year
+50.03%
3 Years (annualized)
+24.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSZZX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

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)
+17.09%
Peer Avg (YTD)
+23.08%
vs Peers
-5.98%

FSZZX Mutual Fund Performance

FSZZX performance across multiple time periods: 1-month -4.77%, YTD 17.09%, 1-year 50.03%, 3-year 24.64%.

FSZZX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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