FESMX Mutual Fund

FESMX Mutual Fund

NAV$15.12
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Returns Overview

1 Month
-4.60%
3 Months
-11.50%
6 Months
+11.33%
YTD
+15.38%
1 Year
+21.19%
3 Years (annualized)
+16.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FESMX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+15.38%
Peer Avg (YTD)
+6.72%
vs Peers
+8.66%

FESMX Mutual Fund Performance

FESMX performance across multiple time periods: 1-month -4.60%, YTD 15.38%, 1-year 21.19%, 3-year 16.81%.

FESMX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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