FSZJX Mutual Fund

FSZJX Mutual Fund

NAV$16.65
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Returns Overview

1 Month
-1.27%
3 Months
+3.80%
6 Months
+8.82%
YTD
+11.32%
1 Year
+22.67%
3 Years (annualized)
+16.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSZJX 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

This Mutual Fund (YTD)
+11.32%
Peer Avg (YTD)
+6.99%
vs Peers
+4.33%

FSZJX Mutual Fund Performance

FSZJX performance across multiple time periods: 1-month -1.27%, YTD 11.32%, 1-year 22.67%, 3-year 16.41%.

FSZJX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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