FISMX Mutual Fund

FISMX Mutual Fund

NAV$39.58
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Returns Overview

1 Month
-1.26%
3 Months
-1.26%
6 Months
+8.36%
YTD
+7.89%
1 Year
+10.02%
3 Years (annualized)
+13.75%
5 Years (annualized)
+6.10%
10 Years (annualized)
+8.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FISMX 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
MSCI ACWI ex USA Small Cap Index(MXWDUSC)
This Mutual Fund (YTD)
+7.89%
Peer Avg (YTD)
+7.86%
vs Peers
+0.02%

FISMX Mutual Fund Performance

FISMX performance across multiple time periods: 1-month -1.26%, YTD 7.89%, 1-year 10.02%, 3-year 13.75%, 5-year 6.10%, 10-year 8.62%.

FISMX returns outperform the peer average of 7.86% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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