FMASX Mutual Fund

FMASX Mutual Fund

NAV$14.68
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Returns Overview

1 Month
-5.24%
3 Months
-4.68%
6 Months
-3.88%
YTD
+0.11%
1 Year
-2.30%
3 Years (annualized)
+17.99%
5 Years (annualized)
+6.89%
10 Years (annualized)
+13.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMASX 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)
+0.11%
Peer Avg (YTD)
+4.64%
vs Peers
-4.53%

FMASX Mutual Fund Performance

FMASX performance across multiple time periods: 1-month -5.24%, YTD 0.11%, 1-year -2.30%, 3-year 17.99%, 5-year 6.89%, 10-year 13.68%.

FMASX returns trail the peer average of 4.64% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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