FLSZX Mutual Fund

NAV$17.96
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Returns Overview

1 Month
+0.06%
3 Months
+13.81%
6 Months
+11.49%
YTD
+10.67%
1 Year
+24.15%
3 Years (annualized)
+19.17%
5 Years (annualized)
+12.03%
10 Years (annualized)
+12.75%

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

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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
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+10.67%
Peer Avg (YTD)
+7.64%
vs Peers
+3.03%

FLSZX Mutual Fund Performance

FLSZX performance across multiple time periods: 1-month 0.06%, YTD 10.67%, 1-year 24.15%, 3-year 19.17%, 5-year 12.03%, 10-year 12.75%.

FLSZX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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