FZROX Mutual Fund

FZROX Mutual Fund

NAV$26.71
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Returns Overview

1 Month
-0.42%
3 Months
+4.35%
6 Months
+8.92%
YTD
+10.25%
1 Year
+19.87%
3 Years (annualized)
+18.94%
5 Years (annualized)
+11.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FZROX 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
Fidelity US Total Investable Market Index
This Mutual Fund (YTD)
+10.25%
Peer Avg (YTD)
+9.41%
vs Peers
+0.84%

FZROX Mutual Fund Performance

FZROX performance across multiple time periods: 1-month -0.42%, YTD 10.25%, 1-year 19.87%, 3-year 18.94%, 5-year 11.97%.

FZROX returns outperform the peer average of 9.41% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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