FSZIX Mutual Fund

NAV$14.40

Returns Overview

1 Month
-0.73%
3 Months
+21.41%
6 Months
+27.70%
YTD
+24.63%
1 Year
+49.85%
3 Years (annualized)
+24.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSZIX 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

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+24.63%
Peer Avg (YTD)
+23.08%
vs Peers
+1.55%

FSZIX Mutual Fund Performance

FSZIX performance across multiple time periods: 1-month -0.73%, YTD 24.63%, 1-year 49.85%, 3-year 24.51%.

FSZIX returns outperform the peer average of 23.08% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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