FMSDX Mutual Fund

NAV$15.85

Returns Overview

1 Month
-3.54%
3 Months
+2.33%
6 Months
+3.99%
YTD
+3.32%
1 Year
+11.94%
3 Years (annualized)
+10.66%
5 Years (annualized)
+5.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMSDX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.32%
Peer Avg (YTD)
+5.87%
vs Peers
-2.54%

FMSDX Mutual Fund Performance

FMSDX performance across multiple time periods: 1-month -3.54%, YTD 3.32%, 1-year 11.94%, 3-year 10.66%, 5-year 5.68%.

FMSDX returns trail the peer average of 5.87% YTD. investors should weigh costs against performance when evaluating this mutual fund.

FMSDX performance comparison shows side-by-side returns with another fund. FMSDX alternatives are available in the Mutual Fund Screener.