FHZTX Mutual Fund

NAV$70.91

Returns Overview

1 Month
+0.33%
3 Months
+12.18%
6 Months
+10.04%
YTD
+8.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHZTX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.60%
Peer Avg (YTD)
+9.49%
vs Peers
-0.89%

FHZTX Mutual Fund Performance

FHZTX performance across multiple time periods: 1-month 0.33%, YTD 8.60%.

FHZTX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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