FSZHX Mutual Fund

NAV$16.93

Returns Overview

1 Month
+0.91%
3 Months
+15.52%
6 Months
+13.78%
YTD
+12.94%
1 Year
+25.15%
3 Years (annualized)
+18.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSZHX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

This Mutual Fund (YTD)
+12.94%
Peer Avg (YTD)
+7.64%
vs Peers
+5.30%

FSZHX Mutual Fund Performance

FSZHX performance across multiple time periods: 1-month 0.91%, YTD 12.94%, 1-year 25.15%, 3-year 18.43%.

FSZHX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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