FSZGX Mutual Fund

FSZGX Mutual Fund

NAV$16.92
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Returns Overview

1 Month
+0.91%
3 Months
+15.38%
6 Months
+13.73%
YTD
+12.88%
1 Year
+25.14%
3 Years (annualized)
+18.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSZGX 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

This Mutual Fund (YTD)
+12.88%
Peer Avg (YTD)
+7.64%
vs Peers
+5.24%

FSZGX Mutual Fund Performance

FSZGX performance across multiple time periods: 1-month 0.91%, YTD 12.88%, 1-year 25.14%, 3-year 18.56%.

FSZGX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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