FSEWX Mutual Fund

FSEWX Mutual Fund

NAV$17.63
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Returns Overview

1 Month
-0.40%
3 Months
-0.40%
6 Months
+18.57%
YTD
+12.79%
1 Year
+17.92%
3 Years (annualized)
+19.08%
5 Years (annualized)
+10.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSEWX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+12.79%
Peer Avg (YTD)
+9.98%
vs Peers
+2.81%

FSEWX Mutual Fund Performance

FSEWX performance across multiple time periods: 1-month -0.40%, YTD 12.79%, 1-year 17.92%, 3-year 19.08%, 5-year 10.60%.

FSEWX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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