FSCZX Mutual Fund

FSCZX Mutual Fund

NAV$32.40
See how much of FSCZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.01%
3 Months
+8.54%
6 Months
+14.49%
YTD
+16.62%
1 Year
+23.67%
3 Years (annualized)
+20.40%
5 Years (annualized)
+13.09%
10 Years (annualized)
+11.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSCZX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+16.62%
Peer Avg (YTD)
+12.44%
vs Peers
+4.18%

FSCZX Mutual Fund Performance

FSCZX performance across multiple time periods: 1-month 2.01%, YTD 16.62%, 1-year 23.67%, 3-year 20.40%, 5-year 13.09%, 10-year 11.72%.

FSCZX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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