FSZSX Mutual Fund

FSZSX Mutual Fund

NAV$16.69
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Returns Overview

1 Month
-1.43%
3 Months
-0.18%
6 Months
+15.30%
YTD
+12.73%
1 Year
+17.32%
3 Years (annualized)
+18.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSZSX 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

This Mutual Fund (YTD)
+12.73%
Peer Avg (YTD)
+7.09%
vs Peers
+5.64%

FSZSX Mutual Fund Performance

FSZSX performance across multiple time periods: 1-month -1.43%, YTD 12.73%, 1-year 17.32%, 3-year 18.83%.

FSZSX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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