FSENX Mutual Fund

FSENX Mutual Fund

NAV$95.92
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Returns Overview

1 Month
-4.38%
3 Months
+14.92%
6 Months
+3.58%
YTD
+41.51%
1 Year
+46.45%
3 Years (annualized)
+18.20%
5 Years (annualized)
+27.79%
10 Years (annualized)
+10.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSENX 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 USA IMI Energy 25/50 Index(^MSUIMEN2550)
This Mutual Fund (YTD)
+41.51%
Peer Avg (YTD)
+19.29%
vs Peers
+22.22%

FSENX Mutual Fund Performance

FSENX performance across multiple time periods: 1-month -4.38%, YTD 41.51%, 1-year 46.45%, 3-year 18.20%, 5-year 27.79%, 10-year 10.34%.

FSENX returns outperform the peer average of 19.29% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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