FZIPX Mutual Fund

NAV$18.28

Returns Overview

1 Month
+4.12%
3 Months
+18.40%
6 Months
+20.36%
YTD
+18.71%
1 Year
+34.35%
3 Years (annualized)
+18.10%
5 Years (annualized)
+8.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FZIPX 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
Fidelity US Extended Investable Market Index(^FIDUEIMI)
This Mutual Fund (YTD)
+18.71%
Peer Avg (YTD)
+18.52%
vs Peers
+0.18%

FZIPX Mutual Fund Performance

FZIPX performance across multiple time periods: 1-month 4.12%, YTD 18.71%, 1-year 34.35%, 3-year 18.10%, 5-year 8.42%.

FZIPX returns outperform the peer average of 18.52% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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