FSENX Mutual Fund

NAV$85.14

Returns Overview

1 Month
+10.97%
3 Months
+25.83%
6 Months
+29.74%
YTD
+24.57%
1 Year
+36.84%
3 Years
+14.76%
5 Years
+24.39%
10 Years
+11.37%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would FSENX 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 USA IMI Energy 25/50 Index(^MSUIMEN2550)
This Mutual Fund (YTD)
+24.57%
Peer Avg (YTD)
+16.58%
vs Peers
+8.00%

FSENX Mutual Fund Performance

FSENX performance across multiple time periods: 1-month 10.97%, YTD 24.57%, 1-year 36.84%, 3-year 14.76%, 5-year 24.39%, 10-year 11.37%.

FSENX returns outperform the peer average of 16.58% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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