FZOMX Mutual Fund

FZOMX Mutual Fund

NAV$9.58
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Returns Overview

1 Month
+0.13%
3 Months
+0.15%
6 Months
+0.30%
YTD
+0.30%
1 Year
+3.71%
3 Years (annualized)
+4.89%
5 Years (annualized)
+2.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FZOMX 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
Bloomberg Barclays US 1-3 Year Government/Credit Bond Index(I30672US)
This Mutual Fund (YTD)
+0.30%
Peer Avg (YTD)
+0.12%
vs Peers
+0.18%

FZOMX Mutual Fund Performance

FZOMX performance across multiple time periods: 1-month 0.13%, YTD 0.30%, 1-year 3.71%, 3-year 4.89%, 5-year 2.42%.

FZOMX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.21%, investors should weigh costs against performance when evaluating this mutual fund.

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