FSEQX Mutual Fund

FSEQX Mutual Fund

NAV$17.49
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Returns Overview

1 Month
-0.46%
3 Months
-0.46%
6 Months
+18.42%
YTD
+12.61%
1 Year
+17.77%
3 Years (annualized)
+18.93%
5 Years (annualized)
+10.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSEQX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+12.61%
Peer Avg (YTD)
+9.98%
vs Peers
+2.63%

FSEQX Mutual Fund Performance

FSEQX performance across multiple time periods: 1-month -0.46%, YTD 12.61%, 1-year 17.77%, 3-year 18.93%, 5-year 10.43%.

FSEQX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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