FSZVX Mutual Fund

FSZVX Mutual Fund

NAV$16.48
See how much of FSZVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.50%
3 Months
-0.42%
6 Months
+14.79%
YTD
+11.90%
1 Year
+16.20%
3 Years (annualized)
+17.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSZVX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+11.90%
Peer Avg (YTD)
+7.09%
vs Peers
+4.82%

FSZVX Mutual Fund Performance

FSZVX performance across multiple time periods: 1-month -1.50%, YTD 11.90%, 1-year 16.20%, 3-year 17.65%.

FSZVX returns outperform the peer average of 7.09% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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