FSEBX Mutual Fund

NAV$17.57

Returns Overview

1 Month
+1.11%
3 Months
+18.94%
6 Months
+14.01%
YTD
+13.12%
1 Year
+25.49%
3 Years (annualized)
+19.09%
5 Years (annualized)
+11.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSEBX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+13.12%
Peer Avg (YTD)
+9.51%
vs Peers
+3.61%

FSEBX Mutual Fund Performance

FSEBX performance across multiple time periods: 1-month 1.11%, YTD 13.12%, 1-year 25.49%, 3-year 19.09%, 5-year 11.83%.

FSEBX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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