FZIPX Mutual Fund

FZIPX Mutual Fund

NAV$17.36
See how much of FZIPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.28%
3 Months
-5.38%
6 Months
+12.03%
YTD
+12.32%
1 Year
+16.35%
3 Years (annualized)
+17.32%
5 Years (annualized)
+8.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FZIPX 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

Benchmark
Fidelity US Extended Investable Market Index(^FIDUEIMI)
This Mutual Fund (YTD)
+12.32%
Peer Avg (YTD)
+10.34%
vs Peers
+1.98%

FZIPX Mutual Fund Performance

FZIPX performance across multiple time periods: 1-month -4.28%, YTD 12.32%, 1-year 16.35%, 3-year 17.32%, 5-year 8.05%.

FZIPX returns outperform the peer average of 10.34% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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