FSZOX Mutual Fund

FSZOX Mutual Fund

NAV$12.00
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Returns Overview

3 Months
+1.75%
6 Months
+8.55%
YTD
+8.55%
1 Year
+15.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSZOX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+8.55%
Peer Avg (YTD)
+7.21%
vs Peers
+1.34%

FSZOX Mutual Fund Performance

FSZOX performance across multiple time periods: YTD 8.55%, 1-year 15.80%.

FSZOX returns outperform the peer average of 7.21% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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