FSMRX Mutual Fund

FSMRX Mutual Fund

NAV$32.65
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Returns Overview

1 Month
-1.61%
3 Months
-4.93%
6 Months
+9.27%
YTD
+3.75%
1 Year
+0.95%
3 Years (annualized)
+9.75%
5 Years (annualized)
+3.72%
10 Years (annualized)
+15.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSMRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.75%
Peer Avg (YTD)
+10.34%
vs Peers
-6.60%

FSMRX Mutual Fund Performance

FSMRX performance across multiple time periods: 1-month -1.61%, YTD 3.75%, 1-year 0.95%, 3-year 9.75%, 5-year 3.72%, 10-year 15.79%.

FSMRX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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