FMSHX Mutual Fund

FMSHX Mutual Fund

NAV$27.46
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Returns Overview

1 Month
-4.69%
3 Months
+1.33%
6 Months
+8.38%
YTD
+5.42%
1 Year
+9.93%
3 Years (annualized)
+14.09%
5 Years (annualized)
+8.17%
10 Years (annualized)
+8.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMSHX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+5.42%
Peer Avg (YTD)
+6.10%
vs Peers
-0.68%

FMSHX Mutual Fund Performance

FMSHX performance across multiple time periods: 1-month -4.69%, YTD 5.42%, 1-year 9.93%, 3-year 14.09%, 5-year 8.17%, 10-year 8.09%.

FMSHX returns trail the peer average of 6.10% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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