FIDZX Mutual Fund

FIDZX Mutual Fund

NAV$35.54
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Returns Overview

1 Month
-8.65%
3 Months
-7.04%
6 Months
-6.35%
YTD
-3.07%
1 Year
-1.92%
3 Years (annualized)
+14.18%
5 Years (annualized)
+3.60%
10 Years (annualized)
+9.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIDZX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
-3.07%
Peer Avg (YTD)
+6.23%
vs Peers
-9.30%

FIDZX Mutual Fund Performance

FIDZX performance across multiple time periods: 1-month -8.65%, YTD -3.07%, 1-year -1.92%, 3-year 14.18%, 5-year 3.60%, 10-year 9.84%.

FIDZX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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