FHZTX Mutual Fund

FHZTX Mutual Fund

NAV$69.52
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Returns Overview

1 Month
-1.88%
3 Months
+0.66%
6 Months
+12.93%
YTD
+9.32%
1 Year
+22.67%
3 Years (annualized)
+23.18%
5 Years (annualized)
+16.49%
10 Years (annualized)
+15.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHZTX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.32%
Peer Avg (YTD)
+10.00%
vs Peers
-0.68%

FHZTX Mutual Fund Performance

FHZTX performance across multiple time periods: 1-month -1.88%, YTD 9.32%, 1-year 22.67%, 3-year 23.18%, 5-year 16.49%, 10-year 15.77%.

FHZTX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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