FSSZX Mutual Fund

FSSZX Mutual Fund

NAV$51.07
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Returns Overview

1 Month
-2.96%
3 Months
+3.62%
6 Months
+13.36%
YTD
+19.79%
1 Year
+36.03%
3 Years (annualized)
+17.89%
5 Years (annualized)
+10.84%
10 Years (annualized)
+13.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSSZX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+19.79%
Peer Avg (YTD)
+15.31%
vs Peers
+4.48%

FSSZX Mutual Fund Performance

FSSZX performance across multiple time periods: 1-month -2.96%, YTD 19.79%, 1-year 36.03%, 3-year 17.89%, 5-year 10.84%, 10-year 13.09%.

FSSZX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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