FSLZX Mutual Fund

FSLZX Mutual Fund

NAV$56.84
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Returns Overview

1 Month
+5.08%
3 Months
+18.16%
6 Months
+23.14%
YTD
+21.54%
1 Year
+31.87%
3 Years (annualized)
+17.98%
5 Years (annualized)
+10.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSLZX 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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+21.54%
Peer Avg (YTD)
+10.82%
vs Peers
+10.72%

FSLZX Mutual Fund Performance

FSLZX performance across multiple time periods: 1-month 5.08%, YTD 21.54%, 1-year 31.87%, 3-year 17.98%, 5-year 10.19%.

FSLZX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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