FMSDX Mutual Fund

FMSDX Mutual Fund

NAV$17.04
See how much of FMSDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.15%
3 Months
+6.67%
6 Months
+9.16%
YTD
+10.22%
1 Year
+10.81%
3 Years (annualized)
+12.94%
5 Years (annualized)
+6.74%
10 Years (annualized)
+8.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMSDX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+10.22%
Peer Avg (YTD)
+4.96%
vs Peers
+5.25%

FMSDX Mutual Fund Performance

FMSDX performance across multiple time periods: 1-month 0.15%, YTD 10.22%, 1-year 10.81%, 3-year 12.94%, 5-year 6.74%, 10-year 8.46%.

FMSDX returns outperform the peer average of 4.96% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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