FLSZX Mutual Fund

FLSZX Mutual Fund

NAV$17.74
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Returns Overview

1 Month
-0.51%
3 Months
+3.92%
6 Months
+7.53%
YTD
+10.10%
1 Year
+22.45%
3 Years (annualized)
+17.71%
5 Years (annualized)
+10.54%
10 Years (annualized)
+11.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLSZX 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 Index (Net)
This Mutual Fund (YTD)
+10.10%
Peer Avg (YTD)
+6.99%
vs Peers
+3.11%

FLSZX Mutual Fund Performance

FLSZX performance across multiple time periods: 1-month -0.51%, YTD 10.10%, 1-year 22.45%, 3-year 17.71%, 5-year 10.54%, 10-year 11.54%.

FLSZX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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