FZFLX Mutual Fund

NAV$5.66

Returns Overview

1 Month
+4.40%
3 Months
+27.74%
6 Months
+37.72%
YTD
+34.72%
1 Year
+50.27%
3 Years (annualized)
+22.45%
5 Years (annualized)
+11.66%
10 Years (annualized)
+13.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FZFLX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Smid 500 Index(^SMID500)
This Mutual Fund (YTD)
+34.72%
Peer Avg (YTD)
+10.82%
vs Peers
+23.90%

FZFLX Mutual Fund Performance

FZFLX performance across multiple time periods: 1-month 4.40%, YTD 34.72%, 1-year 50.27%, 3-year 22.45%, 5-year 11.66%, 10-year 13.82%.

FZFLX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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