FSEIX Mutual Fund

FSEIX Mutual Fund

NAV$59.96
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Returns Overview

1 Month
-5.43%
3 Months
-7.87%
6 Months
+6.09%
YTD
+10.37%
1 Year
+12.90%
3 Years (annualized)
+14.89%
5 Years (annualized)
+9.72%
10 Years (annualized)
+11.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSEIX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+10.37%
Peer Avg (YTD)
+6.72%
vs Peers
+3.65%

FSEIX Mutual Fund Performance

FSEIX performance across multiple time periods: 1-month -5.43%, YTD 10.37%, 1-year 12.90%, 3-year 14.89%, 5-year 9.72%, 10-year 11.02%.

FSEIX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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