FZROX Mutual Fund

NAV$26.91

Returns Overview

1 Month
-0.38%
3 Months
+15.64%
6 Months
+11.04%
YTD
+10.71%
1 Year
+23.11%
3 Years (annualized)
+20.49%
5 Years (annualized)
+12.46%

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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Fidelity US Total Investable Market Index
This Mutual Fund (YTD)
+10.71%
Peer Avg (YTD)
+9.51%
vs Peers
+1.21%

FZROX Mutual Fund Performance

FZROX performance across multiple time periods: 1-month -0.38%, YTD 10.71%, 1-year 23.11%, 3-year 20.49%, 5-year 12.46%.

FZROX returns outperform the peer average of 9.51% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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