FZIPX Mutual Fund

FZIPX Mutual Fund

NAV$17.37
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Returns Overview

1 Month
+1.41%
3 Months
+2.92%
6 Months
+10.77%
YTD
+18.97%
1 Year
+23.78%
3 Years (annualized)
+17.32%
5 Years (annualized)
+8.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FZIPX 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
Fidelity US Extended Investable Market Index(^FIDUEIMI)
This Mutual Fund (YTD)
+18.97%
Peer Avg (YTD)
+15.20%
vs Peers
+3.77%

FZIPX Mutual Fund Performance

FZIPX performance across multiple time periods: 1-month 1.41%, YTD 18.97%, 1-year 23.78%, 3-year 17.32%, 5-year 8.05%.

FZIPX returns outperform the peer average of 15.20% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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