FSMOX Mutual Fund

FSMOX Mutual Fund

NAV$9.47
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Returns Overview

1 Month
-3.31%
3 Months
-4.04%
6 Months
-3.70%
YTD
-3.74%
1 Year
-2.37%
3 Years (annualized)
+4.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSMOX 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

This Mutual Fund (YTD)
-3.74%
Peer Avg (YTD)
+0.50%
vs Peers
-4.24%

FSMOX Mutual Fund Performance

FSMOX performance across multiple time periods: 1-month -3.31%, YTD -3.74%, 1-year -2.37%, 3-year 4.13%.

FSMOX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this mutual fund.

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