FSNZX Mutual Fund

FSNZX Mutual Fund

NAV$17.72
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Returns Overview

1 Month
+1.33%
3 Months
+14.48%
6 Months
+14.04%
YTD
+12.98%
1 Year
+27.71%
3 Years (annualized)
+20.22%
5 Years (annualized)
+12.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSNZX 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
Fidelity Freedom 2045 Composite Index
This Mutual Fund (YTD)
+12.98%
Peer Avg (YTD)
+7.64%
vs Peers
+5.34%

FSNZX Mutual Fund Performance

FSNZX performance across multiple time periods: 1-month 1.33%, YTD 12.98%, 1-year 27.71%, 3-year 20.22%, 5-year 12.26%.

FSNZX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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