FSZZX Mutual Fund

FSZZX Mutual Fund

NAV$14.57
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Returns Overview

1 Month
-5.43%
3 Months
-0.28%
6 Months
+10.45%
YTD
+20.73%
1 Year
+39.81%
3 Years (annualized)
+20.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSZZX 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

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+20.73%
Peer Avg (YTD)
+17.66%
vs Peers
+3.07%

FSZZX Mutual Fund Performance

FSZZX performance across multiple time periods: 1-month -5.43%, YTD 20.73%, 1-year 39.81%, 3-year 20.35%.

FSZZX returns outperform the peer average of 17.66% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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