FISZX Mutual Fund

NAV$19.81

Returns Overview

1 Month
+10.96%
3 Months
+8.99%
6 Months
+32.26%
YTD
+25.68%
1 Year
+42.35%
3 Years
+23.15%
5 Years
+8.71%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would FISZX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+25.68%
Peer Avg (YTD)
+8.82%
vs Peers
+16.86%

FISZX Mutual Fund Performance

FISZX performance across multiple time periods: 1-month 10.96%, YTD 25.68%, 1-year 42.35%, 3-year 23.15%, 5-year 8.71%.

FISZX returns outperform the peer average of 8.82% YTD. investors should weigh costs against performance when evaluating this mutual fund.

FISZX performance comparison shows side-by-side returns with another fund. FISZX alternatives are available in the Mutual Fund Screener.