FISZX Mutual Fund

FISZX Mutual Fund

NAV$17.51
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Returns Overview

1 Month
-4.35%
3 Months
-3.92%
6 Months
+1.34%
YTD
+14.79%
1 Year
+19.66%
3 Years (annualized)
+22.38%
5 Years (annualized)
+5.19%

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)
+14.79%
Peer Avg (YTD)
+5.23%
vs Peers
+9.55%

FISZX Mutual Fund Performance

FISZX performance across multiple time periods: 1-month -4.35%, YTD 14.79%, 1-year 19.66%, 3-year 22.38%, 5-year 5.19%.

FISZX returns outperform the peer average of 5.23% 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.