FSZWX Mutual Fund

FSZWX Mutual Fund

NAV$16.51
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Returns Overview

1 Month
+2.44%
3 Months
+2.01%
6 Months
+9.38%
YTD
+13.97%
1 Year
+22.63%
3 Years (annualized)
+18.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSZWX 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
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🏦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)
+13.97%
Peer Avg (YTD)
+8.76%
vs Peers
+5.21%

FSZWX Mutual Fund Performance

FSZWX performance across multiple time periods: 1-month 2.44%, YTD 13.97%, 1-year 22.63%, 3-year 18.25%.

FSZWX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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