FSMUX Mutual Fund

FSMUX Mutual Fund

NAV$8.35
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Returns Overview

1 Month
-4.14%
3 Months
-6.29%
6 Months
-4.69%
YTD
-5.55%
1 Year
-1.72%
3 Years (annualized)
+3.65%
5 Years (annualized)
+0.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSMUX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-5.55%
Peer Avg (YTD)
-3.82%
vs Peers
-1.73%

FSMUX Mutual Fund Performance

FSMUX performance across multiple time periods: 1-month -4.14%, YTD -5.55%, 1-year -1.72%, 3-year 3.65%, 5-year 0.38%.

FSMUX returns trail the peer average of -3.82% YTD. With an expense ratio of 0.19%, investors should weigh costs against performance when evaluating this mutual fund.

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