FZROX Mutual Fund

FZROX Mutual Fund

NAV$27.14
See how much of FZROX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.78%
3 Months
+1.45%
6 Months
+17.31%
YTD
+12.32%
1 Year
+15.41%
3 Years (annualized)
+20.76%
5 Years (annualized)
+11.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FZROX 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 Total Investable Market Index
This Mutual Fund (YTD)
+12.32%
Peer Avg (YTD)
+9.98%
vs Peers
+2.33%

FZROX Mutual Fund Performance

FZROX performance across multiple time periods: 1-month -0.78%, YTD 12.32%, 1-year 15.41%, 3-year 20.76%, 5-year 11.92%.

FZROX returns outperform the peer average of 9.98% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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