FSZSX Mutual Fund

FSZSX Mutual Fund

NAV$16.91
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Returns Overview

1 Month
-1.20%
3 Months
+3.91%
6 Months
+8.99%
YTD
+11.57%
1 Year
+23.05%
3 Years (annualized)
+16.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSZSX 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)
+11.57%
Peer Avg (YTD)
+6.99%
vs Peers
+4.58%

FSZSX Mutual Fund Performance

FSZSX performance across multiple time periods: 1-month -1.20%, YTD 11.57%, 1-year 23.05%, 3-year 16.74%.

FSZSX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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