FZFLX Mutual Fund

NAV$6.06

Returns Overview

1 Month
+5.72%
3 Months
+16.34%
6 Months
+32.31%
YTD
+29.04%
1 Year
+49.69%
3 Years
+24.26%
5 Years
+10.83%
10 Years
+13.34%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would FZFLX 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
Russell Smid 500 Index(^SMID500)
This Mutual Fund (YTD)
+29.04%
Peer Avg (YTD)
+7.55%
vs Peers
+21.49%

FZFLX Mutual Fund Performance

FZFLX performance across multiple time periods: 1-month 5.72%, YTD 29.04%, 1-year 49.69%, 3-year 24.26%, 5-year 10.83%, 10-year 13.34%.

FZFLX returns outperform the peer average of 7.55% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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