FMSRX Mutual Fund

FMSRX Mutual Fund

NAV$15.89
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Returns Overview

1 Month
-2.23%
3 Months
+5.92%
6 Months
+13.14%
YTD
+4.17%
1 Year
+5.62%
3 Years (annualized)
+17.96%
5 Years (annualized)
+9.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMSRX 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 World Index(MDWO)
This Mutual Fund (YTD)
+4.17%
Peer Avg (YTD)
+6.72%
vs Peers
-2.55%

FMSRX Mutual Fund Performance

FMSRX performance across multiple time periods: 1-month -2.23%, YTD 4.17%, 1-year 5.62%, 3-year 17.96%, 5-year 9.54%.

FMSRX returns trail 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.

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