FSNZX Mutual Fund

FSNZX Mutual Fund

NAV$17.31
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Returns Overview

1 Month
+2.38%
3 Months
+2.15%
6 Months
+8.22%
YTD
+14.96%
1 Year
+23.39%
3 Years (annualized)
+20.09%
5 Years (annualized)
+10.14%

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
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📉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)
+14.96%
Peer Avg (YTD)
+8.76%
vs Peers
+6.20%

FSNZX Mutual Fund Performance

FSNZX performance across multiple time periods: 1-month 2.38%, YTD 14.96%, 1-year 23.39%, 3-year 20.09%, 5-year 10.14%.

FSNZX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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