FZFLX Mutual Fund

FZFLX Mutual Fund

NAV$4.64
See how much of FZFLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.15%
3 Months
-17.91%
6 Months
-16.88%
YTD
+1.44%
1 Year
+6.13%
3 Years (annualized)
+15.69%
5 Years (annualized)
+4.83%
10 Years (annualized)
+10.66%

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)
+1.44%
Peer Avg (YTD)
+8.01%
vs Peers
-6.56%

FZFLX Mutual Fund Performance

FZFLX performance across multiple time periods: 1-month -4.15%, YTD 1.44%, 1-year 6.13%, 3-year 15.69%, 5-year 4.83%, 10-year 10.66%.

FZFLX returns trail the peer average of 8.01% 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.