FSZNX Mutual Fund

FSZNX Mutual Fund

NAV$16.97
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Returns Overview

1 Month
-1.26%
3 Months
+3.91%
6 Months
+9.04%
YTD
+11.54%
1 Year
+23.13%
3 Years (annualized)
+16.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSZNX 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)
+11.54%
Peer Avg (YTD)
+6.99%
vs Peers
+4.55%

FSZNX Mutual Fund Performance

FSZNX performance across multiple time periods: 1-month -1.26%, YTD 11.54%, 1-year 23.13%, 3-year 16.80%.

FSZNX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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