FMSRX Mutual Fund

NAV$16.38

Returns Overview

1 Month
+1.17%
3 Months
+0.68%
6 Months
-1.62%
YTD
-0.12%
1 Year
+4.01%
3 Years (annualized)
+15.32%
5 Years (annualized)
+8.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMSRX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
-0.12%
Peer Avg (YTD)
+10.82%
vs Peers
-10.94%

FMSRX Mutual Fund Performance

FMSRX performance across multiple time periods: 1-month 1.17%, YTD -0.12%, 1-year 4.01%, 3-year 15.32%, 5-year 8.62%.

FMSRX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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