FZOMX Mutual Fund

NAV$9.65

Returns Overview

1 Month
+0.12%
3 Months
+0.25%
6 Months
+0.17%
YTD
+0.17%
1 Year
+2.48%
3 Years (annualized)
+4.32%
5 Years (annualized)
+1.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FZOMX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Barclays US 1-3 Year Government/Credit Bond Index(I30672US)
This Mutual Fund (YTD)
+0.17%
Peer Avg (YTD)
+3.23%
vs Peers
-3.06%

FZOMX Mutual Fund Performance

FZOMX performance across multiple time periods: 1-month 0.12%, YTD 0.17%, 1-year 2.48%, 3-year 4.32%, 5-year 1.98%.

FZOMX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.21%, investors should weigh costs against performance when evaluating this mutual fund.

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