FLSZX Mutual Fund

FLSZX Mutual Fund

NAV$17.74
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Returns Overview

1 Month
+2.35%
3 Months
+1.88%
6 Months
+8.63%
YTD
+12.69%
1 Year
+21.68%
3 Years (annualized)
+19.52%
5 Years (annualized)
+10.49%
10 Years (annualized)
+11.81%

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)
+12.69%
Peer Avg (YTD)
+8.76%
vs Peers
+3.93%

FLSZX Mutual Fund Performance

FLSZX performance across multiple time periods: 1-month 2.35%, YTD 12.69%, 1-year 21.68%, 3-year 19.52%, 5-year 10.49%, 10-year 11.81%.

FLSZX returns outperform the peer average of 8.76% 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.