FZROX Mutual Fund

FZROX Mutual Fund

NAV$26.38
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Returns Overview

1 Month
-0.75%
3 Months
+1.11%
6 Months
+5.51%
YTD
+11.47%
1 Year
+12.09%
3 Years (annualized)
+23.24%
5 Years (annualized)
+11.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FZROX 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
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🏦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

Benchmark
Fidelity US Total Investable Market Index
This Mutual Fund (YTD)
+11.47%
Peer Avg (YTD)
+17.72%
vs Peers
-6.24%

FZROX Mutual Fund Performance

FZROX performance across multiple time periods: 1-month -0.75%, YTD 11.47%, 1-year 12.09%, 3-year 23.24%, 5-year 11.15%.

FZROX returns trail the peer average of 17.72% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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