FMSHX Mutual Fund

NAV$28.95

Returns Overview

1 Month
+0.48%
3 Months
+6.96%
6 Months
+4.60%
YTD
+4.04%
1 Year
+12.42%
3 Years (annualized)
+12.35%
5 Years (annualized)
+7.93%
10 Years (annualized)
+8.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMSHX 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
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+4.04%
Peer Avg (YTD)
+6.73%
vs Peers
-2.69%

FMSHX Mutual Fund Performance

FMSHX performance across multiple time periods: 1-month 0.48%, YTD 4.04%, 1-year 12.42%, 3-year 12.35%, 5-year 7.93%, 10-year 8.76%.

FMSHX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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