FZFLX Mutual Fund

FZFLX Mutual Fund

NAV$4.82
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Returns Overview

1 Month
-8.27%
3 Months
+1.25%
6 Months
+18.41%
YTD
+26.34%
1 Year
+34.95%
3 Years (annualized)
+17.77%
5 Years (annualized)
+10.01%
10 Years (annualized)
+12.50%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Smid 500 Index(^SMID500)
This Mutual Fund (YTD)
+26.34%
Peer Avg (YTD)
+9.54%
vs Peers
+16.80%

FZFLX Mutual Fund Performance

FZFLX performance across multiple time periods: 1-month -8.27%, YTD 26.34%, 1-year 34.95%, 3-year 17.77%, 5-year 10.01%, 10-year 12.50%.

FZFLX returns outperform the peer average of 9.54% 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.