FSNZX Mutual Fund

FSNZX Mutual Fund

NAV$17.40
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Returns Overview

1 Month
-1.76%
3 Months
-0.97%
6 Months
+13.36%
YTD
+11.88%
1 Year
+17.12%
3 Years (annualized)
+20.09%
5 Years (annualized)
+10.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSNZX 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
Fidelity Freedom 2045 Composite Index
This Mutual Fund (YTD)
+11.88%
Peer Avg (YTD)
+7.09%
vs Peers
+4.79%

FSNZX Mutual Fund Performance

FSNZX performance across multiple time periods: 1-month -1.76%, YTD 11.88%, 1-year 17.12%, 3-year 20.09%, 5-year 10.14%.

FSNZX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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