FISZX Mutual Fund

FISZX Mutual Fund

NAV$19.01
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Returns Overview

1 Month
-7.46%
3 Months
+5.48%
6 Months
+11.94%
YTD
+19.47%
1 Year
+35.12%
3 Years (annualized)
+19.07%
5 Years (annualized)
+6.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FISZX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+19.47%
Peer Avg (YTD)
+6.23%
vs Peers
+13.24%

FISZX Mutual Fund Performance

FISZX performance across multiple time periods: 1-month -7.46%, YTD 19.47%, 1-year 35.12%, 3-year 19.07%, 5-year 6.94%.

FISZX returns outperform the peer average of 6.23% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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