FSZIX Mutual Fund

FSZIX Mutual Fund

NAV$14.78
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Returns Overview

1 Month
-5.52%
3 Months
-0.28%
6 Months
+10.33%
YTD
+20.65%
1 Year
+39.51%
3 Years (annualized)
+20.18%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+20.65%
Peer Avg (YTD)
+17.66%
vs Peers
+2.99%

FSZIX Mutual Fund Performance

FSZIX performance across multiple time periods: 1-month -5.52%, YTD 20.65%, 1-year 39.51%, 3-year 20.18%.

FSZIX returns outperform the peer average of 17.66% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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