FISZX Mutual Fund

FISZX Mutual Fund

NAV$17.75
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Returns Overview

1 Month
-2.57%
3 Months
-7.06%
6 Months
+18.13%
YTD
+20.00%
1 Year
+29.55%
3 Years (annualized)
+21.82%
5 Years (annualized)
+6.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FISZX 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
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🏦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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+20.00%
Peer Avg (YTD)
+8.68%
vs Peers
+11.32%

FISZX Mutual Fund Performance

FISZX performance across multiple time periods: 1-month -2.57%, YTD 20.00%, 1-year 29.55%, 3-year 21.82%, 5-year 6.48%.

FISZX returns outperform the peer average of 8.68% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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