FSSZX Mutual Fund

FSSZX Mutual Fund

NAV$47.26
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Returns Overview

1 Month
-6.54%
3 Months
-9.49%
6 Months
+7.23%
YTD
+10.40%
1 Year
+17.67%
3 Years (annualized)
+18.75%
5 Years (annualized)
+9.87%
10 Years (annualized)
+13.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSSZX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+10.40%
Peer Avg (YTD)
+10.34%
vs Peers
+0.05%

FSSZX Mutual Fund Performance

FSSZX performance across multiple time periods: 1-month -6.54%, YTD 10.40%, 1-year 17.67%, 3-year 18.75%, 5-year 9.87%, 10-year 13.09%.

FSSZX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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