FSEIX Mutual Fund

NAV$63.40

Returns Overview

1 Month
+4.44%
3 Months
+15.16%
6 Months
+21.34%
YTD
+19.80%
1 Year
+29.51%
3 Years (annualized)
+15.28%
5 Years (annualized)
+9.86%
10 Years (annualized)
+11.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSEIX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+19.80%
Peer Avg (YTD)
+10.82%
vs Peers
+8.99%

FSEIX Mutual Fund Performance

FSEIX performance across multiple time periods: 1-month 4.44%, YTD 19.80%, 1-year 29.51%, 3-year 15.28%, 5-year 9.86%, 10-year 11.53%.

FSEIX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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