FSZHX Mutual Fund

FSZHX Mutual Fund

NAV$16.22
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Returns Overview

1 Month
-2.35%
3 Months
-1.34%
6 Months
+2.53%
YTD
+10.02%
1 Year
+12.06%
3 Years (annualized)
+20.29%

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
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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)
+10.02%
Peer Avg (YTD)
+14.77%
vs Peers
-4.75%

FSZHX Mutual Fund Performance

FSZHX performance across multiple time periods: 1-month -2.35%, YTD 10.02%, 1-year 12.06%, 3-year 20.29%.

FSZHX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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