FSMEX Mutual Fund

FSMEX Mutual Fund

NAV$55.69
See how much of FSMEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+7.56%
3 Months
+22.12%
6 Months
+29.31%
YTD
+9.10%
1 Year
+17.53%
3 Years (annualized)
+5.05%
5 Years (annualized)
-2.74%
10 Years (annualized)
+9.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSMEX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI US IMI Custom Health Care Technology and Equipment 25/50 Linked Index
This Mutual Fund (YTD)
+9.10%
Peer Avg (YTD)
+8.76%
vs Peers
+0.34%

FSMEX Mutual Fund Performance

FSMEX performance across multiple time periods: 1-month 7.56%, YTD 9.10%, 1-year 17.53%, 3-year 5.05%, 5-year -2.74%, 10-year 9.38%.

FSMEX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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