FSAEX Mutual Fund

NAV$15.77

Returns Overview

1 Month
-0.46%
3 Months
+17.90%
6 Months
+11.71%
YTD
+11.39%
1 Year
+23.97%
3 Years (annualized)
+21.27%
5 Years (annualized)
+14.77%
10 Years (annualized)
+17.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSAEX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Fidelity Series All-Sector Equity Fund Linked Index
This Mutual Fund (YTD)
+11.39%
Peer Avg (YTD)
+9.51%
vs Peers
+1.89%

FSAEX Mutual Fund Performance

FSAEX performance across multiple time periods: 1-month -0.46%, YTD 11.39%, 1-year 23.97%, 3-year 21.27%, 5-year 14.77%, 10-year 17.05%.

FSAEX returns outperform the peer average of 9.51% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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