FZFLX Mutual Fund

FZFLX Mutual Fund

NAV$4.89
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Returns Overview

1 Month
-2.83%
3 Months
-6.94%
6 Months
+8.27%
YTD
+22.77%
1 Year
+26.20%
3 Years (annualized)
+17.89%
5 Years (annualized)
+8.85%
10 Years (annualized)
+12.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FZFLX 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

Benchmark
Russell Smid 500 Index(^SMID500)
This Mutual Fund (YTD)
+22.77%
Peer Avg (YTD)
+9.89%
vs Peers
+12.88%

FZFLX Mutual Fund Performance

FZFLX performance across multiple time periods: 1-month -2.83%, YTD 22.77%, 1-year 26.20%, 3-year 17.89%, 5-year 8.85%, 10-year 12.15%.

FZFLX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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